Joseph Amador signed CPS Professional Services, LLC d/b/a Cathexis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPS Professional Services, LLC d/b/a Cathexis' EIN is 11-3769711.
Download the official 2024 Form 5500 (PDF) for CPS Professional Services, LLC d/b/a Cathexis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPS Professional Services, LLC d/b/a Cathexis' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES, LLC | 59-2730348 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 24.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 13.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $802K | 10.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $688K | 8.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $537K | 6.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $502K | 6.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $468K | 6.0% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $284K | 3.6% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund NR | Mutual Funds | — | — | $226K | 2.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $175K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $129K | 1.7% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $114K | 1.5% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $112K | 1.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $96K | 1.2% | |
| Participant loans 9.50% - | Bonds / Notes | — | — | $87K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $66K | 0.8% | |
| American Funds American Mutual Fund Mutual Fund NR | Mutual Funds | — | — | $64K | 0.8% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | Mutual Funds | — | — | $46K | 0.6% | |
| Columbia Overseas Value Fund Mutual Fund NR | Other securities | — | — | $44K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $44K | 0.6% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $42K | 0.5% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $40K | 0.5% | |
| T. Rowe Price Health Sciences Fund Mutual Fund NR | Other securities | — | — | $25K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $22K | 0.3% | |
| American Funds US Government Securities Fund Mutual Fund NR | Mutual Funds | — | — | $22K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund NR | Other securities | — | — | $21K | 0.3% | |
| American Century Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $18K | 0.2% | |
| JP Morgan Small Cap Growth Fund Mutual Fund NR | Other securities | — | — | $17K | 0.2% | |
| PGIM High Yield Fund Mutual Fund NR | Other securities | — | — | $15K | 0.2% | |
| Principal Fixed Income Guaranteed Option interest at 12/31/2024 NR | Other securities | — | — | $15K | 0.2% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $11K | 0.1% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund NR | Other securities | — | — | $7K | <0.1% | |
| Pioneer Strategic Income Fund Mutual Fund NR | Other securities | — | — | $7K | <0.1% | |
| PGIM Global Total Return Fund Mutual Fund NR | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
