Travis Griffith signed Cobham Benefits Holding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cobham Benefits Holding, LLC's EIN is 99-4364674.
Download the official 2024 Form 5500 (PDF) for Cobham Benefits Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cobham Benefits Holding, LLC's plan includes a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$219K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $129K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $152.5M | 20.0% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $145.6M | 19.1% | |
| Fidelity Managed Income Portfolio II Common Collective Trust 847 Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $103.8M | 13.6% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $76.2M | 10.0% | |
| Fidelity Brokerage Link Self Directed Brokerage | Self-Directed Brokerage | — | — | $54.7M | 7.2% | |
| PIMCO STABLE INC 5 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $52.9M | 6.9% | |
| American Century American Century Retirement Date 2030 Trust Common Collective Trust | Common Collective Trusts | — | — | $31.9M | 4.2% | |
| CT BALANCED TRUST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 110 | Common Collective Trust | — | — | $30.9M | 4.1% | |
| American Century Retirement Date 2025 Trust Common Collective Trust | Common Collective Trusts | — | — | $27.6M | 3.6% | |
| Fidelity Low Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $25.2M | 3.3% | |
| Pioneer Bond Fund Class Y Mutual Fund | Other securities | — | — | $21.3M | 2.8% | |
| Columbia Dividend Income Fund Institutional Class Mutual Fund | Other securities | — | — | $20.4M | 2.7% | |
| American Century Retirement Date 2040 Trust Common Collective Trust | Common Collective Trusts | — | — | $19.5M | 2.6% | |
| American Century Retirement Date Income Trust Common Collective Trust | Common Collective Trusts | — | — | $19.0M | 2.5% | |
| American Century Retirement Date 2035 Trust Common Collective Trust | Common Collective Trusts | — | — | $18.9M | 2.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $15.6M | 2.0% | |
| Franklin Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $11.6M | 1.5% | |
| Hartford International Opportunities Y Mutual Fund | Other securities | — | — | $11.3M | 1.5% | |
| American Century Retirement Date 2050 Trust Common Collective Trust | Common Collective Trusts | — | — | $11.2M | 1.5% | |
| American Century Retirement Date 2045 Trust Common Collective Trust | Common Collective Trusts | — | — | $9.2M | 1.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $8.0M | 1.1% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.8M | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.2M | 0.9% | |
| American Century Retirement Date 2055 Trust Common Collective Trust | Common Collective Trusts | — | — | $7.0M | 0.9% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.9M | 0.9% | |
| Fidelity Government Income Fund Mutual Fund | Mutual Funds | — | — | $6.7M | 0.9% | |
| American Century Retirement Date 2060 Trust Common Collective Trust | Common Collective Trusts | — | — | $5.1M | 0.7% | |
| Participant Loans 4.25 - 10.50% | Bonds / Notes | — | — | $3.2M | 0.4% | |
| American Century Retirement Date 2065 Trust Common Collective Trust | Common Collective Trusts | — | — | $3.0M | 0.4% | |
| Fidelity Government Market Money Market Fund | Mutual Funds | — | — | $819K | 0.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $847 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRECEPT ADVISORY GROUP |
| 56-1623293 |
| — |
| INVESTMENT ADVISOR |
| $113K |
| — |
| H.R. ADVISORS INC | 03-0473395 | — | CONSULTANT | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES | 04-3728817 | — | ACCOUNTANT/AUDITOR | $33K | — |
