Aggelos Haralampopoulos signed J.A. Croson, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.A. Croson, LLC's EIN is 20-0751984.
Download the official 2024 Form 5500 (PDF) for J.A. Croson, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.A. Croson, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | — | — | $3.9M | 93.5% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.6M | 37.6% | |
| PUTNAM RETIREMENT ADV TRST MA X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $642K | 15.5% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $270K | 6.5% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $232K | 5.6% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $224K | 5.4% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $122K | 2.9% | |
| PUTNAM RETIREMENT ADV TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $121K | 2.9% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $109K | 2.6% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $95K | 2.3% | |
| BLACKROCK EAFE EQUITY INDEX CL R GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $65K | 1.6% | |
| PUTNAM RETIREMENT ADV TRST 2060X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $50K | 1.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $23K | 0.6% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $10K | 0.2% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $6K | 0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3K | <0.1% |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $13K |
| — |
