Glenda David signed Coast to Coast Computer Products' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coast to Coast Computer Products' EIN is 95-4236503.
Download the official 2024 Form 5500 (PDF) for Coast to Coast Computer Products from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coast to Coast Computer Products' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.5M | 38.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.1M | 15.9% | |
| VAN INTERNATIONAL VALUE - INV 126 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $827K | 4.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $748K | 3.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $661K | 3.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $655K | 3.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $566K | 2.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $551K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $527K | 2.7% | |
| VAN EQUITY INCOME INV | Registered Investment Companies | — | — | $491K | 2.6% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $468K | 2.4% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $399K | 2.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $311K | 1.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $308K | 1.6% | |
| NUVEEN LC INDEX 2010 R6 195 REGISTERED INVESTMENT COMPANY JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $279K | 1.5% | |
| VAN INFL PROTECT SEC INV | Registered Investment Companies | — | — | $253K | 1.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $174K | 0.9% | |
| BLACKROCK 60 40 TARGET ALLOC K 422 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $148K | 0.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $131K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $126K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $76K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $72K | 0.4% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $65K | 0.3% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $65K | 0.3% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $62K | 0.3% | |
| BLACKROCK 40 60 TARGET ALLOC K 247 REGISTERED INVESTMENT COMPANY VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $37K | 0.2% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-2937883 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $32K |
| — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
