Michelle Mayfield signed Central Oregon Heating and Cooling, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Oregon Heating and Cooling, Inc.'s EIN is 93-1121153.
Download the official 2023 Form 5500 (PDF) for Central Oregon Heating and Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Central Oregon Heating and Cooling, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2030 FUND WILMINGTON TRUST, N.A. · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $717K | 25.3% | |
| MYWAYRETIREMENT INDEX 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $507K | 17.9% | |
| MYWAYRETIREMENT INDEX 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $320K | 11.3% | |
| Transferred Fiduciary Late To Contributions Correction The Plan Not Corrected Program $ 312,786 $ — | Other securities | — | — | $313K | 11.0% | |
| MYWAYRETIREMENT INDEX 2050 WILMINGTON TRUST, N.A. · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $229K | 8.1% | |
| MYWAYRETIREMENT INDEX 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $160K | 5.6% | |
| MYWAYRETIREMENT INDEX 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $114K | 4.0% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $101K | 3.6% | |
| MYWAYRETIREMENT INDEX 2060 FUND WILMINGTON TRUST, N.A. · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $100K | 3.5% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FU WILMINGTON TRUST, N.A. · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $97K | 3.4% | |
| MYWAYRETIREMENT INDEX 2040 FUND WILMINGTON TRUST, N.A. · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $71K | 2.5% | |
| BLACKROCK U.S. DEBT INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $53K | 1.9% | |
| MYWAYRETIREMENT GLOBAL BOND FUND WILMINGTON TRUST, N.A. · EIN 38-7264531 / PN 394 | Common Collective Trust | — | — | $48K | 1.7% | |
| MYWAYRETIREMENT MULTISECTOR BOND FU WILMINGTON TRUST, N.A. · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $48K | 1.7% | |
| BLACKROCK EAFE EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $40K | 1.4% | |
| MYWAYRETIREMENT INTERNATIONAL GROWT WILMINGTON TRUST, N.A. · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $33K | 1.2% | |
| MYWAYRETIREMENT EMERGING MARKETS FU WILMINGTON TRUST, N.A. · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $32K | 1.1% | |
| Notes Receivable From Participants dates through August 2028. | Other securities | — | — | $25K | 0.9% | |
| MYWAYRETIREMENT MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $23K | 0.8% | |
| General Account Guaranteed Investment Contract | Stable Value | — | — | $22K | 0.8% | |
| MYWAYRETIREMENT COMMODITIES FUND WILMINGTON TRUST, N.A. · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $22K | 0.8% | |
| MYWAYRETIREMENT MID CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $21K | 0.7% | |
| MYWAYRETIREMENT SMALL CAP VALUE FUN WILMINGTON TRUST, N.A. · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $21K | 0.7% | |
| MYWAYRETIREMENT INDEX RETIREMENT FU WILMINGTON TRUST, N.A. · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $21K | 0.7% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FU WILMINGTON TRUST, N.A. · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $16K | 0.6% | |
| MYWAYRETIREMENT INDEX 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $12K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES & ASSOCIATES .00 INC |
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS PC | — | VANCOUVER, WA | CONTRACT ADMIN | $5K | — |
