Sean Nolan signed North Coast Cooperative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Coast Cooperative, Inc.'s EIN is 94-2227181.
Download the official 2024 Form 5500 (PDF) for North Coast Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Coast Cooperative, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Social Choice Intl Eq Instl ** - TIAA-CREF Social Choice EQ Instl ** - Vanguard Equity Income Adm | Mutual Funds | — | — | $1.7M | 15.1% | |
| Interest Bearing Cash * Alerus Money market account | Cash / Money Market | — | — | $1.3M | 11.9% | |
| Nuveen Large Cap Responsible Equity Fund | Mutual Funds | — | — | $871K | 7.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $781K | 6.9% | |
| Wilmington International Growth | Other securities | — | — | $708K | 6.3% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $690K | 6.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $583K | 5.2% | |
| MFS Capital Growth Fund R6 | Mutual Funds | — | — | $557K | 4.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $504K | 4.5% | |
| MFS Capital Value Fund R6 | Mutual Funds | — | — | $486K | 4.3% | |
| Fidelity Advisor Equity Growth | Mutual Funds | — | — | $464K | 4.1% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $412K | 3.7% | |
| Vanguard Index fund Income Interm Admiral | Common Collective Trusts | — | — | $395K | 3.5% | |
| Vanguard Index Trust Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $254K | 2.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $210K | 1.9% | |
| Registered Investment Companies American New Perspective R6 | Other securities | — | — | $197K | 1.7% | |
| Cohen & Steers Realty Shares Instl | Other securities | — | — | $195K | 1.7% | |
| participants maturities through December 2030. -0- | Other securities | — | — | $189K | 1.7% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $155K | 1.4% | |
| Vanguard High Yield Corporate Fund | Mutual Funds | — | — | $138K | 1.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $99K | 0.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $73K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $60K | 0.5% | |
| Vanguard Target Retirement 2020 ** 35 Vanguard Target Retirement 2025 | Mutual Funds | — | — | $58K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $57K | 0.5% | |
| Calvert Bond Fund | U.S. Treasuries | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $17K | 0.1% | |
| MFS International Growth R6 ** - Nuveen International Responsible Equity Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $4K | <0.1% | |
| WELLS FARGO STABLE RETURN FUND F GALLIARD STABLE VALUE FUND · EIN 52-2250957 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
