Cheryl Middleton Jones signed CU Cooperative Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CU Cooperative Systems, Inc.'s EIN is 95-3732627.
Download the official 2024 Form 5500 (PDF) for CU Cooperative Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CU Cooperative Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity 500 Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $26.7M | 12.4% | |
| T. Rowe Price Retirement Hybrid 2035 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $26.2M | 12.2% | |
| TRP RET HYB 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 012 | Common Collective Trust | — | — | $26.2M | 12.2% | |
| T. Rowe Price Retirement Hybrid 2040 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $21.6M | 10.1% | |
| TRP RET HYB 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 013 | Common Collective Trust | — | — | $21.6M | 10.1% | |
| T. Rowe Price Retirement Hybrid 2045 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $21.2M | 9.9% | |
| TRP RET HYB 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 014 | Common Collective Trust | — | — | $21.2M | 9.9% | |
| JP Morgan Large Cap Growth Fund Registered Investment Companies | Other securities | — | — | $18.2M | 8.5% | |
| T. Rowe Price Retirement Hybrid 2030 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $17.9M | 8.3% | |
| TRP RET HYB 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 011 | Common Collective Trust | — | — | $17.9M | 8.3% | |
| T. Rowe Price Retirement Hybrid 2050 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $16.7M | 7.8% | |
| TRP RET HYB 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 015 | Common Collective Trust | — | — | $16.7M | 7.8% | |
| T. Rowe Price Retirement Hybrid 2025 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $11.9M | 5.6% | |
| TRP RET HYB 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 010 | Common Collective Trust | — | — | $11.9M | 5.6% | |
| T. Rowe Price Retirement Hybrid 2055 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $7.7M | 3.6% | |
| TRP RET HYB 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 016 | Common Collective Trust | — | — | $7.7M | 3.6% | |
| New York Life Anchor Account Pooled Separate Account | Pooled Separate Accounts | — | — | $6.2M | 2.9% | |
| T. Rowe Price Retirement Hybrid 2060 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $5.2M | 2.4% | |
| TRP RET HYB 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 018 | Common Collective Trust | — | — | $5.2M | 2.4% | |
| Fidelity Mid Cap Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $4.3M | 2.0% | |
| Fidelity U.S. Bond Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $3.5M | 1.6% | |
| JH DSCPL VALUE P1 JOHN HANCOCK TRUST COMPANY LLC · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $3.1M | 1.5% | |
| T. Rowe Price Retirement Hybrid 2020 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $3.1M | 1.5% | |
| TRP RET HYB 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 009 | Common Collective Trust | — | — | $3.1M | 1.5% | |
| various amounts through December 2052) Notes receivable from participants | Other securities | — | — | $3.0M | 1.4% | |
| Dodge & Cox Income X Fund Registered Investment Companies | Mutual Funds | — | — | $3.0M | 1.4% | |
| Fidelity International Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $2.9M | 1.3% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| Principal SmallCap Value II Fund Registered Investment Companies | Other securities | — | — | $2.2M | 1.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund Registered Investment Companies | Other securities | — | — | $1.9M | 0.9% | |
| T. Rowe Price Mid Cap Value I Fund Registered Investment Companies | Other securities | — | — | $1.9M | 0.9% | |
| Fidelity Small Cap Growth Fund Registered Investment Companies | Mutual Funds | — | — | $1.8M | 0.8% | |
| T. Rowe Price Retirement Hybrid 2005 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $872K | 0.4% | |
| TRP RET HYB 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 006 | Common Collective Trust | — | — | $872K | 0.4% | |
| T. Rowe Price Retirement Hybrid 2010 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $403K | 0.2% | |
| TRP RET HYB 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 007 | Common Collective Trust | — | — | $403K | 0.2% | |
| T. Rowe Price Retirement Hybrid 2015 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $370K | 0.2% | |
| TRP RET HYB 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 008 | Common Collective Trust | — | — | $370K | 0.2% | |
| Fidelity Small Cap Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $140K | <0.1% | |
| T. Rowe Price Retirement Hybrid 2065 Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $8K | <0.1% | |
| TRP RET HYB 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $8K | <0.1% | |
| Note: This schedule reports those assets required to be reported under ERISA Section 2520.103-11 and | Other securities | — | — | $3K | <0.1% | |
| Fidelity Treasury Only Money Market Fund Registered Investment Companies | Mutual Funds | — | — | $1K | <0.1% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
