Kimberly Britton signed Ashgrove Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashgrove Holdings, LLC's EIN is 13-4122483.
Download the official 2024 Form 5500 (PDF) for Ashgrove Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ashgrove Holdings, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $55.1M | 61.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $24.2M | 26.9% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.1M | 10.2% | |
| LARGE CAP GROWTH III CL I1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $7.9M | 8.8% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $6.5M | 7.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 607 | Common Collective Trust | — | — | $6.4M | 7.1% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484638 / PN 309 | Common Collective Trust | — | — | $4.7M | 5.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $4.0M | 4.5% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.5M | 3.9% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.3M | 3.7% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.9M | 3.2% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $2.7M | 3.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.6M | 2.9% | |
| [Assets held in participant loans] | Other | — | — | $2.2M | 2.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $931K | 1.0% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $868K | 1.0% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $785K | 0.9% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $743K | 0.8% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $582K | 0.6% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $448K | 0.5% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $436K | 0.5% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $399K | 0.4% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $320K | 0.4% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $314K | 0.4% | |
| MASSMUTUAL HIGH YIELD I MASS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $194K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $43K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $17K | <0.1% |
