Carmen Johnson signed O.R. Colan Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O.R. Colan Associates, LLC's EIN is 01-0780018.
Download the official 2024 Form 5500 (PDF) for O.R. Colan Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O.R. Colan Associates, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $62K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2020 Mutual Fund | Other securities | — | — | $2.8M | 10.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.8M | 10.1% | |
| T. Rowe Price Target 2030 Mutual Fund | Other securities | — | — | $2.3M | 8.3% | |
| T. Rowe Price Target 2025 Mutual Fund | Other securities | — | — | $2.3M | 8.3% | |
| T. Rowe Price Target 2050 Mutual Fund | Other securities | — | — | $2.1M | 7.5% | |
| T. Rowe Price Target 2045 Mutual Fund | Other securities | — | — | $1.5M | 5.3% | |
| T. Rowe Price Target 2040 Mutual Fund | Other securities | — | — | $1.4M | 5.2% | |
| T. Rowe Price Target 2010 Mutual Fund | Other securities | — | — | $1.2M | 4.2% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $1.0M | 3.8% | |
| Fidelity MidCap Index Mutual Fund | Mutual Funds | — | — | $1.0M | 3.8% | |
| T. Rowe Price Target 2060 Mutual Fund | Other securities | — | — | $901K | 3.3% | |
| T. Rowe Price Target 2055 Mutual Fund | Other securities | — | — | $899K | 3.3% | |
| AB Large Cap Growth Z Mutual Fund | Other securities | — | — | $592K | 2.1% | |
| MFS International Growth R6 Mutual Fund | Mutual Funds | — | — | $421K | 1.5% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $413K | 1.5% | |
| T. Rowe Price Target 2015 Mutual Fund | Other securities | — | — | $397K | 1.4% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $369K | 1.3% | |
| Fidelity US Bond Mutual Fund | Mutual Funds | — | — | $319K | 1.2% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $227K | 0.8% | |
| Fidelity Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $199K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $108K | 0.4% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $23K |
| — |
