Cathy Matteson signed Cumberland Consulting Group's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cumberland Consulting Group's EIN is 20-0236056.
Download the official 2022 Form 5500 (PDF) for Cumberland Consulting Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Cumberland Consulting Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | DRESHER, PA | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| DELAWARE EMERGING MARKETS INSTL GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2035 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK HEALTH SCIENCE OPPS INST GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| MFS UTILITIES FUND R4 GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO GOLD & SPECIAL MINERALS Y GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA SELIGMAN COMM & INFORMATIO GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD REIT INDEX ADM GREAT-WEST LIFE & ANNUITY INS CO0 · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP INDEX ADM GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL VALUE PORTFO GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VICTORY SYCAMORE ESTABLISHED VALUE GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| MFS VALUE R3 GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD 500 INDEX ADMIRAL GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD WINDSOR II GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| AB GLOBAL BOND I GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK HIGH YIELD BOND INSTL GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| DOUBLELINE TOTAL RETURN BOND I GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| LORD ABBETT SHORT DURATION INCOME R GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| MFS EMERGING MARKETS DEBT R3 GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| KEY GUARANTEED PORTFOLIO FUND GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2020 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2025 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2030 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BARON INTERNATIONAL GROWTH R6 GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2040 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2045 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2050 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2055 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2060 INV GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON ENTERPRISE T GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| MONTEREY FINANCIAL PARTNERS INC |
| — |
| ATLANTA, GA |
| INVESTMENT ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
