Kevin Madden signed National Council on Aging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Council on Aging, Inc.'s EIN is 13-1932384.
Download the official 2024 Form 5500 (PDF) for National Council on Aging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Council on Aging, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANOLOGY INC | — | ALEXANDRIA, VA | INVESTMENT ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Target Date 2035 R6 | Other securities | — | — | $2.4M | 16.6% | |
| PGIM Target Date 2040 R6 | Other securities | — | — | $1.8M | 12.0% | |
| PGIM Target Date 2050 R6 | Other securities | — | — | $1.7M | 11.8% | |
| PGIM Target Date 2025 R6 | Other securities | — | — | $1.4M | 9.8% | |
| PGIM Target Date 2045 R6 | Other securities | — | — | $1.3M | 8.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.1M | 7.2% | |
| PGIM Target Date 2030 R6 | Other securities | — | — | $814K | 5.5% | |
| JPMorgan JP Morgan Large Cap Growth | Other securities | — | — | $726K | 4.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $382K | 2.6% | |
| BlackRock EG Dividend K | Other securities | — | — | $348K | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $326K | 2.2% | |
| PGIM Target Date Income R6 | Other securities | — | — | $316K | 2.2% | |
| MFS Research Intl R6 | Mutual Funds | — | — | $294K | 2.0% | |
| PGIM Target Date 2055 R6 | Other securities | — | — | $278K | 1.9% | |
| American Century Amer Funds New World R6 | Other securities | — | — | $237K | 1.6% | |
| MFS Mid GRO Class R6 | Mutual Funds | — | — | $232K | 1.6% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $169K | 1.1% | |
| PGIM Target Date 2060 R6 | Other securities | — | — | $160K | 1.1% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $157K | 1.1% | |
| Allspring Special MCV R6 | Other securities | — | — | $88K | 0.6% | |
| Invseco Real Estate R6 | Other securities | — | — | $69K | 0.5% | |
| Franklin Small Cap Growth R6 | Mutual Funds | — | — | $67K | 0.5% | |
| Federal Fed Herm Instl HY BD R6 | Other securities | — | — | $66K | 0.5% | |
| Participants 3.25%-9.50%; maturing through 2028 | Bonds / Notes | — | — | $57K | 0.4% | |
| PGIM Target Date 2065 R6 | Other securities | — | — | $54K | 0.4% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $52K | 0.4% | |
| Franklin Small Cap R6 | Mutual Funds | — | — | $51K | 0.3% | |
| Vanguard Total International Bond Index AD | Mutual Funds | — | — | $38K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
