Jenni Wenge signed COIT Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COIT Services, Inc.'s EIN is 94-1635764.
Download the official 2024 Form 5500 (PDF) for COIT Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COIT Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | INSURANCE RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | AUSTIN, TX | FINANCIAL ADVISOR |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $1.4M | 11.1% |
| LARGE CAP VALUE II GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.0M | 8.1% |
| GREAT TRUST AMERICAN FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $684K | 5.5% |
| GREAT TRUST AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $613K | 4.9% |
| GREAT TRUST AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $455K | 3.6% |
| GREAT TRUST AMERICAN FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $327K | 2.6% |
| GREAT TRUST AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $326K | 2.6% |
| GREAT TRUST AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $312K | 2.5% |
| GREAT TRUST AMERICAN FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $156K | 1.2% |
| GREAT TRUST AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $83K | 0.7% |
| MID CAP GROWTH I FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | $49K | 0.4% |
| GREAT TRUST AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $47K | 0.4% |
| GREAT TRUST AMERICAN FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $9K | <0.1% |
| GREAT TRUST AMERICAN FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | $4K | <0.1% |
| GREAT TRUST AMERICAN FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $2K | <0.1% |
| $21K |
| — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $614 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES, INC. | 94-2158860 | FRESNO, CA | THIRD PARTY ADMINISTRATO | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | SAN FRANCISCO, CA | AUDITOR | $9K | — |
