Deeanne Gunnemann signed Analytik JENA US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analytik JENA US LLC's EIN is 20-5808067.
Download the official 2024 Form 5500 (PDF) for Analytik JENA US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analytik JENA US LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD, CO | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVSRS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.7M | 83.8% | |
| Fidelity 500 Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 15.3% | |
| Fully benefit-responsive investment contract * AUL Stable Value Account Guaranteed Interest Contract | Stable Value | — | — | $1.6M | 15.0% | |
| Nuveen LifeStyle Conservative Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $923K | 8.9% | |
| Nuveen Lifestyle Moderate Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $739K | 7.1% | |
| Nuveen Lifestyle Aggressive Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $674K | 6.5% | |
| Nuveen LifeCycle Index 2035 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $649K | 6.3% | |
| American Century Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $519K | 5.0% | |
| DFA U.S. Small Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $449K | 4.3% | |
| Pioneer Bond Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $446K | 4.3% | |
| Vanguard Mid Cap Growth Index Admiral Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $422K | 4.1% | |
| Nuveen LifeCycle Index 2045 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $399K | 3.8% | |
| Vanguard Mid Cap Value Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $308K | 3.0% | |
| Nuveen LifeCycle Index 2025 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $267K | 2.6% | |
| Nuveen LifeCycle Index 2050 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $207K | 2.0% | |
| DFA U.S. Large Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $180K | 1.7% | |
| American Funds Cap World Growth and Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $163K | 1.6% | |
| Investments Nuveen LifeCycle Index 2055 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $161K | 1.6% | |
| Nuveen LifeCycle Index 2030 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $154K | 1.5% | |
| Thornburg Limited Term Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $137K | 1.3% | |
| PARTICIPANTS LOANS 5.25% TO 10.25% 0 | Bonds / Notes | — | — | $122K | 1.2% | |
| American Funds Europacific Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $104K | 1.0% | |
| DFA U.S. Small Cap Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $103K | 1.0% | |
| DFA U.S. Large Company Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $86K | 0.8% | |
| Nuveen LifeCycle Index 2030 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.1% | |
| Nuveen LifeCycle Index 2065 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| NONE |
| $0 |
| — |
