Mary MOE signed Consolidated Catholic Administ's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consolidated Catholic Administ's EIN is 13-4064939.
Download the official 2024 Form 5500 (PDF) for Consolidated Catholic Administ from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consolidated Catholic Administ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $52K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITTLESEY & HADLEY PC | — | HARTFORD, CT | AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $3.5M | 12.0% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.0M | 10.2% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.5M | 8.4% | |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.5% | |
| Massmutual Blue Chip Growth I | Other securities | — | — | $2.1M | 7.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.9M | 6.4% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.3% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.4% | |
| MassMutual Diversified Bond SAGIC (at contract value) | Other securities | — | — | $1.2M | 4.1% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $883K | 3.0% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $635K | 2.2% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $551K | 1.9% | |
| Massmutual Total Return Bond I | Other securities | — | — | $533K | 1.8% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $524K | 1.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $511K | 1.7% | |
| Vanguard Inflation-Protected Secs ADM | Mutual Funds | — | — | $488K | 1.7% | |
| American Funds EuroPacific GR R6 | Mutual Funds | — | — | $451K | 1.5% | |
| Calvert Growth Allocation A | Other securities | — | — | $404K | 1.4% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $374K | 1.3% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $354K | 1.2% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $346K | 1.2% | |
| Schwab PCRA | Self-Directed Brokerage | — | — | $278K | 0.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $268K | 0.9% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $268K | 0.9% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $217K | 0.7% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $208K | 0.7% | |
| MassMutual Equity Oppurtunities I | Other securities | — | — | $194K | 0.7% | |
| Participant Notes Receivable Interest at 3.25% - 8.50% $ - | Bonds / Notes | — | — | $179K | 0.6% | |
| Calvert US Large Cap Core RSPNB IDX I | Common Collective Trusts | — | — | $172K | 0.6% | |
| Eaton Vance Atlanta Capital Smid-Cap R6 | Other securities | — | — | $129K | 0.4% | |
| Pimco Income P | Mutual Funds | — | — | $95K | 0.3% | |
| Calvert Moderate Allocation A | Other securities | — | — | $93K | 0.3% | |
| Victory Sycamore Small Company Opp R6 | Common Stocks | — | — | $87K | 0.3% | |
| Invesco Balanced-Risk Allc R6 | Mutual Funds | — | — | $65K | 0.2% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $40K | 0.1% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $30K | 0.1% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $25K | <0.1% | |
| Calvert Conservative Allocation A | Other securities | — | — | $23K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $18K | <0.1% |
