TINA Vidal-Duart signed CDR Maguire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDR Maguire, Inc.'s EIN is 05-0318211.
Download the official 2024 Form 5500 (PDF) for CDR Maguire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDR Maguire, Inc.'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 | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM Large Cap Growth Class R n/a | Mutual Funds | — | — | $6.7M | 18.1% | |
| PUTNAM Retirement Advantage 2035 Fund XA n/a | Mutual Funds | — | — | $3.1M | 8.5% | |
| PUTNAM Retirement Advantage 2045 Fund XA n/a | Mutual Funds | — | — | $2.2M | 6.1% | |
| PUTNAM Retirement Advantage 2055 Fund XA n/a | Mutual Funds | — | — | $2.1M | 5.6% | |
| Vanguard Growth Index Fund Admiral n/a | Common Collective Trusts | — | — | $2.0M | 5.4% | |
| Great Gray Great Gray Blended Resrch Core Eqty n/a | Other securities | — | — | $1.6M | 4.2% | |
| American Century Large Cap Value Fund Class R1 n/a | Other securities | — | — | $1.5M | 4.0% | |
| PUTNAM Retirement Advantage 2060 Fund XA n/a | Mutual Funds | — | — | $1.3M | 3.5% | |
| PUTNAM Retirement Advantage 2040 Fund XA n/a | Mutual Funds | — | — | $1.2M | 3.3% | |
| Fidelity Investments Fidelity US Bond Index n/a | Mutual Funds | — | — | $1.1M | 3.0% | |
| PUTNAM Retirement Advantage 2050 Fund XA n/a | Mutual Funds | — | — | $1.1M | 2.9% | |
| PUTNAM Retirement Advantage 2025 Fund XA n/a | Mutual Funds | — | — | $1.0M | 2.8% | |
| Vanguard Total Stock Market Index Fund Admiral n/a | Common Collective Trusts | — | — | $1.0M | 2.7% | |
| contract value * Empower Funds Key Guaranteed Portfolio Fund n/a | Guaranteed Income / GIC | — | — | $812K | 2.2% | |
| PUTNAM Retirement Advantage 2030 Fund XA n/a | Mutual Funds | — | — | $721K | 2.0% | |
| Great Gray Mid Cap Value Fee Class R1 n/a | Other securities | — | — | $707K | 1.9% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N n/a | Mutual Funds | — | — | $700K | 1.9% | |
| Fidelity Investments Fidelity International Index n/a | Mutual Funds | — | — | $654K | 1.8% | |
| Alta Trust Alta Lord Abbett International Equity n/a | Mutual Funds | — | — | $614K | 1.7% | |
| Fidelity Investments Fidelity 500 Index n/a | Common Collective Trusts | — | — | $570K | 1.5% | |
| Franklin Small Cap Value Gg Trust Cit R n/a | Common Collective Trusts | — | — | $538K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index n/a | Mutual Funds | — | — | $527K | 1.4% | |
| DFA US Small Cap Growth Instl n/a | Mutual Funds | — | — | $511K | 1.4% | |
| Vanguard Balanced Index Fund Admiral n/a | Common Collective Trusts | — | — | $432K | 1.2% | |
| Collective Trusts Alta Trust Alta Federated Mdt Small Cap Core n/a | Common Collective Trusts | — | — | $388K | 1.1% | |
| PIMCO Income Instl n/a | Mutual Funds | — | — | $372K | 1.0% | |
| Notes receivable from participants; Interest rates * Participant loans ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $352K | 1.0% | |
| Vanguard International Growth Fund Admiral n/a | Mutual Funds | — | — | $331K | 0.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral n/a | Common Collective Trusts | — | — | $299K | 0.8% | |
| American Century American Funds New World R6 n/a | Mutual Funds | — | — | $276K | 0.7% | |
| American Century American Conservative Allocation FD CL 1 n/a | Other securities | — | — | $222K | 0.6% | |
| Vanguard Value Index Fund Admiral n/a | Common Collective Trusts | — | — | $212K | 0.6% | |
| Great Gray Core Plus Bond Fund Fee Class R1 n/a | Other securities | — | — | $212K | 0.6% | |
| PGIM Global Total Return R6 n/a | Other securities | — | — | $194K | 0.5% | |
| Vanguard Small Cap Value Index Fund Admiral n/a | Common Collective Trusts | — | — | $191K | 0.5% | |
| Registered investment companies at fair value American Century American Funds Inflation Linked Bd R6 n/a | Mutual Funds | — | — | $188K | 0.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral n/a | Common Collective Trusts | — | — | $183K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral n/a | Common Collective Trusts | — | — | $154K | 0.4% | |
| PUTNAM Retirement Adv Maturity Fund XA n/a | Mutual Funds | — | — | $149K | 0.4% | |
| Metlife Reliance Metlife Series 25053 CL 0 | Other securities | — | — | $117K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral n/a | Common Collective Trusts | — | — | $108K | 0.3% | |
| Forfeitures, unallocated plan assets n/a | Other securities | — | — | $82K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index n/a | Mutual Funds | — | — | $80K | 0.2% | |
| PGIM US Real Estate R6 n/a | Other securities | — | — | $70K | 0.2% | |
| Vanguard Explorer Fund Admiral n/a | Mutual Funds | — | — | $55K | 0.1% | |
| American Century American Moderate Allocation FD CL 1 n/a | Other securities | — | — | $40K | 0.1% | |
| Alta Trust American Aggressive Allocation Fund Class 1 n/a | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| OTHER |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH COACH SERVICES CORP | — | WESTON, FL | OTHER | $69K | — |
