Jeanette Quiroz signed Coast Aluminum, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coast Aluminum, Inc.'s EIN is 94-3146270.
Download the official 2024 Form 5500 (PDF) for Coast Aluminum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coast Aluminum, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed interest contract * Principal Life Insurance Co. Principal Fixed Income Guaranteed Opt | Common Stocks | — | — | $4.1M | 21.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.7M | 19.3% | |
| Fidelity Investments FundFidelity International Index Fund | Common Collective Trusts | — | — | $2.3M | 11.9% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.6M | 8.3% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $1.5M | 8.0% | |
| Participant notes receivable Interest Rate 4.25% - 9.50% -0- | Bonds / Notes | — | — | $1.3M | 6.8% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 5.3% | |
| Fidelity Investments FundFidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $811K | 4.2% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $779K | 4.0% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $513K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $415K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $410K | 2.1% | |
| JP Morgan Funds JPMorgan Large Cap Growth Fund - R6 | Other securities | — | — | $159K | 0.8% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $153K | 0.8% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth Fnd R6 | Common Stocks | — | — | $104K | 0.5% | |
| Janus International Holding Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $69K | 0.4% | |
| The American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $68K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $65K | 0.3% | |
| The American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $48K | 0.2% | |
| JP Morgan Funds JPMorgan Equity Income Fund-R6 | Other securities | — | — | $30K | 0.2% | |
| Victory Funds Victory Sycamore Established Value R6 | Other securities | — | — | $27K | 0.1% | |
| JP Morgan Funds Undiscover Mngrs Behavior Val Fnd-R6 | Other securities | — | — | $23K | 0.1% | |
| Fidelity Investments FundFidelity Freedom Index 2045 Premier ** 824 Fidelity Investments FundFidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments FundFidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Inc Premier Fund | Mutual Funds | — | — | $1K | <0.1% |
