Zerihoun Yilma signed Coalition for Humane Immigrant R's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coalition for Humane Immigrant R's EIN is 95-4421521.
Download the official 2024 Form 5500 (PDF) for Coalition for Humane Immigrant R from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coalition for Humane Immigrant R'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.7M | 39.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $799K | 18.5% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $546K | 12.6% | |
| BLK TECH OPPS I | Registered Investment Companies | — | — | $199K | 4.6% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $188K | 4.3% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $136K | 3.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $124K | 2.9% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $97K | 2.2% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $60K | 1.4% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $60K | 1.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $56K | 1.3% | |
| VOYA SMALL COMPANY FUND R6 | Registered Investment Companies | — | — | $51K | 1.2% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $44K | 1.0% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $24K | 0.6% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $21K | 0.5% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $17K | 0.4% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $16K | 0.4% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $16K |
| — |
