Gerald Salas signed CIS Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CIS Group, LLC's EIN is 11-3702968.
Download the official 2024 Form 5500 (PDF) for CIS Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CIS Group, LLC'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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $1.7M | 19.4% | |
| Vanguard Total Bond Market Index Admiral N/R | Mutual Funds | — | — | $1.2M | 13.6% | |
| American Funds American Funds 2040 Target Date Retire R6 N/R | Mutual Funds | — | — | $1.0M | 11.8% | |
| American Funds American Funds 2045 Target Date Retire R6 N/R | Mutual Funds | — | — | $671K | 7.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $605K | 6.9% | |
| American Funds American Funds 2025 Target Date Retire R6 N/R | Mutual Funds | — | — | $588K | 6.7% | |
| American Funds American Funds 2030 Target Date Retire R6 N/R | Mutual Funds | — | — | $527K | 6.0% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $326K | 3.7% | |
| American Funds American Funds 2050 Target Date Retire R6 N/R | Mutual Funds | — | — | $249K | 2.8% | |
| DFA US Targeted Value I N/R | Mutual Funds | — | — | $235K | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | Mutual Funds | — | — | $232K | 2.6% | |
| MFS GROWTH EQUITY FUND CL 2W GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $206K | 2.3% | |
| Guaranteed Account Empower Annuity * Insurance Company Key Guaranteed Portfolio Fund N/R | Common Stocks | — | — | $197K | 2.2% | |
| Vanguard Mid Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $166K | 1.9% | |
| Empower T.Rowe Price Mid Cap Growth Fund Institutional N/R | Other securities | — | — | $163K | 1.9% | |
| American Funds American Funds Bond Fund of Amer R6 N/R | Mutual Funds | — | — | $118K | 1.3% | |
| American Funds American Funds 2055 Target Date Retire R6 N/R | Mutual Funds | — | — | $105K | 1.2% | |
| American Funds American Funds 2020 Target Date Retire R6 N/R | Mutual Funds | — | — | $102K | 1.2% | |
| American Funds American Funds 2035 Target Date Retire R6 N/R | Mutual Funds | — | — | $89K | 1.0% | |
| American Funds American Funds EUPAC Fund Class R6 N/R | Mutual Funds | — | — | $85K | 1.0% | |
| T.Rowe Price T.Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class N/R | Other securities | — | — | $81K | 0.9% | |
| PIMCO Income Institutional Class N/R | Mutual Funds | — | — | $76K | 0.9% | |
| American Funds American Funds International Growth and Income Fund Class R-6 N/R | Mutual Funds | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $12K | 0.1% | |
| American Funds American Funds 2060 Target Date Retire R6 N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $21K |
| — |
