Lauren Niederauer signed Control Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Control Associates, Inc.'s EIN is 22-1629238.
Download the official 2024 Form 5500 (PDF) for Control Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Control Associates, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISORY-PLAN | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH DYN RETD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 232 | Pooled Separate Account | — | — | $3.0M | 11.9% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $2.6M | 10.3% | |
| BLACKROCK LIFEPATH DYN 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 234 | Pooled Separate Account | — | — | $2.1M | 8.2% | |
| BLACKROCK LIFEPATH DYN 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 239 | Pooled Separate Account | — | — | $2.1M | 8.2% | |
| Transamerica Life Ins Co TA Vanguard Total Stck | Mutual Funds | — | — | $1.7M | 6.8% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $1.7M | 6.8% | |
| Transamerica Life Ins Co American Funds Gr Fd of | Mutual Funds | — | — | $1.7M | 6.6% | |
| AMERICAN FDS GR FD OF AMERICA OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $1.7M | 6.6% | |
| Transamerica Life Ins Co American Funds Fundmntl | Mutual Funds | — | — | $1.6M | 6.2% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $1.6M | 6.2% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 116 | Pooled Separate Account | — | — | $1.5M | 6.0% | |
| BLACKROCK LIFEPATH DYN 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 238 | Pooled Separate Account | — | — | $1.1M | 4.4% | |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $1.1M | 4.3% | |
| BLACKROCK LIFEPATH DYN 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 237 | Pooled Separate Account | — | — | $801K | 3.1% | |
| JPMORGAN CORE PLUS BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 118 | Pooled Separate Account | — | — | $757K | 3.0% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $713K | 2.8% | |
| BLACKROCK LIFEPATH DYN 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 235 | Pooled Separate Account | — | — | $704K | 2.8% | |
| Total general accounts | Other securities | — | — | $656K | 2.6% | |
| Transamerica Life Ins Co Transamerica Stable Value | Stable Value | — | — | $656K | 2.6% | |
| Transamerica Life Ins Co Amer Funds EuroPacific | Common Stocks | — | — | $604K | 2.4% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $604K | 2.4% | |
| Transamerica Life Ins Co Thornburg International | Common Stocks | — | — | $432K | 1.7% | |
| THORNBURG INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 936 | Pooled Separate Account | — | — | $432K | 1.7% | |
| Transamerica Life Ins Co Transamerica Hi Yld Bd Ret | Common Stocks | — | — | $368K | 1.4% | |
| TRANSAMERICA HIGH YIELD BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $368K | 1.4% | |
| BLACKROCK LIFEPATH DYN 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 240 | Pooled Separate Account | — | — | $358K | 1.4% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $314K | 1.2% | |
| BLACKROCK LIFEPATH DYN 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 236 | Pooled Separate Account | — | — | $307K | 1.2% | |
| Participant loans Notes receivable with interest rates from 4.25% to 8.5% | Bonds / Notes | — | — | $131K | 0.5% | |
| Transamerica Life Ins Co Transamerica Internatnl Eqt | Common Stocks | — | — | $98K | 0.4% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $98K | 0.4% | |
| BLACKROCK LIFEPATH DYN 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 267 | Pooled Separate Account | — | — | $87K | 0.3% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $76K | 0.3% | |
| Transamerica Life Ins Co American Funds Wash | Mutual Funds | — | — | $18K | <0.1% | |
| AMER FDS WASHINGTON MTL INVS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $18K | <0.1% | |
| BLACKROCK LIFEPATH DYN 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 233 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
