Kimberley Ephraim signed Case Paper Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Case Paper Co., Inc.'s EIN is 11-1945820.
Download the official 2024 Form 5500 (PDF) for Case Paper Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Case Paper Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $4.6M | 25.6% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $4.5M | 25.4% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $931K | 5.2% | |
| ISHARES S&P 500 Index K Mutual Funds | Common Collective Trusts | — | — | $867K | 4.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $848K | 4.7% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $675K | 3.8% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $634K | 3.5% | |
| American Funds American Mutual R6 Mutual Funds | Mutual Funds | — | — | $543K | 3.0% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $531K | 3.0% | |
| ISHARES Russell Mid-Cap Index K Mutual Funds | Other securities | — | — | $476K | 2.7% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $385K | 2.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $324K | 1.8% | |
| MFS Mid Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $322K | 1.8% | |
| Notes receivable from participants Outstanding participant loans | Participant loans | — | — | $309K | 1.7% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $295K | 1.6% | |
| MFS Mid Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $249K | 1.4% | |
| Allspring Core Plus Bond R6 Mutual Funds | Other securities | — | — | $238K | 1.3% | |
| JPMorgan Small Cap Growth R6 Mutual Funds | Other securities | — | — | $211K | 1.2% | |
| Blackrock Inflation Prted BD Blackrock K Mutual Funds | Other securities | — | — | $189K | 1.1% | |
| Fidelity Real Estate Index Institutional Mutual Funds | Mutual Funds | — | — | $180K | 1.0% | |
| PIMCO Global Bond Opps (USD-Hedged) Inst Mutual Funds | Mutual Funds | — | — | $77K | 0.4% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $72K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $69K | 0.4% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $63K | 0.4% | |
| ISHARES Russell 2000 Small-Cap Index K Mutual Funds | Common Collective Trusts | — | — | $52K | 0.3% | |
| Principal Small Cap Value II R6 Mutual Funds | Other securities | — | — | $47K | 0.3% | |
| Lord Abbett High Yield R6 Mutual Funds | Mutual Funds | — | — | $41K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $39K | 0.2% | |
| Jhancock Disciplined Value Mid Cap R6 Mutual Funds | Other securities | — | — | $38K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $26K | 0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 R GREAT GRAY · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $20K | 0.1% | |
| ISHARES MSCI EAFE International Index K Mutual Funds | Other securities | — | — | $15K | <0.1% | |
| Fixed Account Mutual Funds | Other securities | — | — | $7K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | 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.
