DOUG Holicky signed Coxwells, Inc. DBA Coxreels' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coxwells, Inc. DBA Coxreels' EIN is 95-2224830.
Download the official 2024 Form 5500 (PDF) for Coxwells, Inc. DBA Coxreels from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coxwells, Inc. DBA Coxreels' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Blue Chip Growth K6 Fund | Mutual Funds | — | — | $1.6M | 24.5% | |
| Fidelity Advisor Freedom 2030 K6 Fund | Mutual Funds | — | — | $1.0M | 16.1% | |
| Fidelity Advisor Total Market Index Fund | Common Collective Trusts | — | — | $701K | 10.9% | |
| Fidelity Advisor Government Money Market | Mutual Funds | — | — | $562K | 8.7% | |
| Fidelity Advisor Growth Strategies K6 Fund | Mutual Funds | — | — | $348K | 5.4% | |
| Fidelity Advisor Freedom 2040 K6 Fund | Mutual Funds | — | — | $301K | 4.7% | |
| Fidelity Advisor Short Term Bond Fund | Mutual Funds | — | — | $291K | 4.5% | |
| Fidelity Advisor Freedom 2035 K6 Fund | Mutual Funds | — | — | $264K | 4.1% | |
| Fidelity Advisor Freedom 2045 K6 Fund | Mutual Funds | — | — | $262K | 4.1% | |
| Fidelity Advisor Diversified International K6 Fund | Mutual Funds | — | — | $242K | 3.7% | |
| Fidelity Advisor Mid Cap Index Fund | Common Collective Trusts | — | — | $212K | 3.3% | |
| Fidelity Advisor Freedom 2020 K6 Fund ** 16 * Fidelity Advisor Freedom 2025 K6 Fund | Mutual Funds | — | — | $176K | 2.7% | |
| Fidelity Advisor Freedom 2050 K6 Fund | Mutual Funds | — | — | $153K | 2.4% | |
| Fidelity Advisor Freedom 2055 K6 Fund | Mutual Funds | — | — | $78K | 1.2% | |
| Fidelity Advisor Large Cap Value Index Fund | Common Collective Trusts | — | — | $76K | 1.2% | |
| Fidelity Advisor U.S. Bond Index Fund | Common Collective Trusts | — | — | $72K | 1.1% | |
| Fidelity Advisor Freedom 2065 K6 Fund | Mutual Funds | — | — | $30K | 0.5% | |
| Driehaus Emerging Markets Growth Fund IS | Other securities | — | — | $25K | 0.4% | |
| Fidelity Advisor Small Cap Discovery Fund | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity Advisor Total Bond K6 Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Pimco Income Fund Institutional Class | Mutual Funds | — | — | $7K | 0.1% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $3K | <0.1% | |
| Fidelity Advisor Freedom 2060 K6 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
