HEIN AUNG signed Co-Opportunity Consumers' Co-OP, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Co-Opportunity Consumers' Co-OP, Inc.'s EIN is 95-3065305.
Download the official 2024 Form 5500 (PDF) for Co-Opportunity Consumers' Co-OP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Co-Opportunity Consumers' Co-OP, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amana Mutual Fund Trust Growth | Other securities | — | — | $743K | 17.3% | |
| American Funds Target Retirement 2035 R6 | Mutual Funds | — | — | $566K | 13.2% | |
| American Funds Target Retirement 2050 R6 | Mutual Funds | — | — | $486K | 11.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $326K | 7.6% | |
| American Funds Target Retirement 2045 R6 | Mutual Funds | — | — | $300K | 7.0% | |
| American Funds Target Retirement 2025 R6 | Mutual Funds | — | — | $259K | 6.0% | |
| American Funds Target Retirement 2040 R6 | Mutual Funds | — | — | $257K | 6.0% | |
| Registered Investment Companies Amana Mutual Fund Trust Income | Other securities | — | — | $250K | 5.8% | |
| Azzad Ethical Mid Cap Fund Class A | Other securities | — | — | $202K | 4.7% | |
| American Funds Target Retirement 2020 R6 | Mutual Funds | — | — | $197K | 4.6% | |
| American Funds Target Retirement 2015 R6 | Mutual Funds | — | — | $162K | 3.8% | |
| American Funds Target Retirement 2030 R6 | Mutual Funds | — | — | $109K | 2.5% | |
| American Funds Target Retirement 2060 R6 | Mutual Funds | — | — | $98K | 2.3% | |
| participants to 9.50%, maturities through 2029 -0- | Bonds / Notes | — | — | $77K | 1.8% | |
| American Funds Target Retirement 2055 R6 | Mutual Funds | — | — | $76K | 1.8% | |
| Fidelity Puritan K6 | Mutual Funds | — | — | $72K | 1.7% | |
| American Funds Capital World Growth and Inc R6 | Mutual Funds | — | — | $37K | 0.9% | |
| Fidelity International TR Index | Mutual Funds | — | — | $16K | 0.4% | |
| American Funds Target Retirement 2065 R6 | Mutual Funds | — | — | $16K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $12K | 0.3% | |
| Collective Trust Fund * Fidelity Managed Income Portfolio Class 1 | Common Collective Trusts | — | — | $9K | 0.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds New Economy Fund R6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds AMER MUTUAL R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Eaton Vance Atlanta Capital SMID-Cap I | Other securities | — | — | $2K | <0.1% | |
| Interest Bearing Cash * Fidelity Cash Reserves | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index | 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.
