Corporate Management, Inc.'s EIN is 20-0463966.
Download the official 2024 Form 5500 (PDF) for Corporate Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Management, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | 35-2552359 | — | NONE | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $3.4M | 97.7% | |
| s *Minnesota Life Insurance Company Securian AM S&P 500 Index 68,295 units | Pooled Separate Accounts | — | — | $1.1M | 32.5% | |
| Minnesota Life Insurance Company Vanguard Intermediary Bond Index Adm 333,454 units | Mutual Funds | — | — | $608K | 17.6% | |
| Minnesota Life Insurance Company Nuveen International Eq Index 359,654 units | Mutual Funds | — | — | $597K | 17.3% | |
| Minnesota Life Insurance Company Vanguard Tot Bond Mkt Index Adm 444,244 units | U.S. Treasuries | — | — | $595K | 17.2% | |
| Minnesota Life Insurance Company iShares Russell Sm/Md Cap Index K 284,285 units | Common Stocks | — | — | $416K | 12.0% | |
| Guaranteed Accounts *Minnesota Life Insurance Company Guaranteed Return Account | Common Stocks | — | — | $75K | 2.2% | |
| Minnesota Life Insurance Company American Funds New Persp Fund, F6 1,977 units | Mutual Funds | — | — | $8K | 0.2% | |
| Notes Receivable from Participants Maturity dates through 2027; Interest rate of 4.25%-9.50% | Bonds / Notes | — | — | $6K | 0.2% | |
| Minnesota Life Insurance Company T. Rowe Price Large Cap Value 628 units | Common Stocks | — | — | $6K | 0.2% | |
| Minnesota Life Insurance Company MFS Technology R3 1,148 units | Mutual Funds | — | — | $5K | 0.1% | |
| Minnesota Life Insurance Company JPMorgan US Research Enhance Equity 1,199 units | Common Stocks | — | — | $4K | 0.1% | |
| Minnesota Life Insurance Company T. Rowe Price Small Cap Stock 61 units 792 *Minnesota Life Insurance Company Cohen & Steers RE Securities A 226 units 481 *Minnesota Life Insurance Company MFS Mid Cap Value R3 1,544 units | Mutual Funds | — | — | $3K | <0.1% | |
| Minnesota Life Insurance Company ClearBridge International Growth A 1,371 units | Common Stocks | — | — | $2K | <0.1% | |
| Minnesota Life Insurance Company Vanguard Equity-Income Adm 775 units | Mutual Funds | — | — | $2K | <0.1% | |
| Minnesota Life Insurance Company Vanguard Mid-Cap Index Adm 277 units | Mutual Funds | — | — | $1K | <0.1% | |
| Minnesota Life Insurance Company BNY Mellon Natural Resources 474 units | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
