DAVE Tingley signed Colliers Engineering & Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colliers Engineering & Design, Inc.'s EIN is 22-2651610.
Download the official 2024 Form 5500 (PDF) for Colliers Engineering & Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colliers Engineering & Design, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $480K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | INVESTMENT ADVISOR | $130K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $42.1M | 15.5% | |
| Empower Annuity Insurance Company PGIM Jennison Growth Fund- Class R6 | Common Stocks | — | — | $34.8M | 12.8% | |
| Empower Annuity Insurance Company American Funds Washington Mutual Investors Fund Class R-6 | Mutual Funds | — | — | $30.6M | 11.3% | |
| Group annuity contract - * Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $27.6M | 10.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $24.3M | 8.9% | |
| Empower Annuity Insurance Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $21.5M | 7.9% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $19.9M | 7.3% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $11.9M | 4.4% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $11.6M | 4.3% | |
| Empower Annuity Insurance Company Allspring Special Small Cap Value R6 | Common Stocks | — | — | $9.7M | 3.6% | |
| Empower Annuity Insurance Company American Century Small Cap Growth Fund R6 Class | Common Stocks | — | — | $6.4M | 2.4% | |
| Empower Annuity Insurance Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.1M | 1.9% | |
| Empower Annuity Insurance Company American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $5.0M | 1.8% | |
| Empower Annuity Insurance Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.5M | 1.3% | |
| Notes receivable from participants Various interest rates from 4.25% - 9.50% | Bonds / Notes | — | — | $3.1M | 1.1% | |
| Empower Annuity Insurance Company Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.3M | 0.9% | |
| Empower Annuity Insurance Company PGIM Jennison Utility Fund - Class R6 | Common Stocks | — | — | $1.8M | 0.6% | |
| Empower Annuity Insurance Company Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.7M | 0.6% | |
| Empower Annuity Insurance Company PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $1.6M | 0.6% | |
| Oppenheimer Funds Invesco Main Street Fund Class R6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $1.4M | 0.5% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $1.1M | 0.4% | |
| Empower Annuity Insurance Company BNY Mellon Natural Resources Fund Class Y | Common Stocks | — | — | $1.0M | 0.4% | |
| Empower Annuity Insurance Company BlackRock Global Allocation Fund, Inc. Class K | Common Stocks | — | — | $802K | 0.3% | |
| Empower Annuity Insurance Company Invesco EQV Emerging Markets All Cap Fund Class R6 | Mutual Funds | — | — | $597K | 0.2% | |
| Victory Capital Victory Trivalent International Small-Cap Fund Class R6 | Other securities | — | — | $419K | 0.2% | |
| Empower Annuity Insurance Company BlackRock Strategic Global Bond Fund, Inc. Class K | Common Stocks | — | — | $353K | 0.1% | |
| MID CAP VALUE / COOKE & BIELER FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 411 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS & COMPANY LLP | — | FLORHAM PARK, NJ | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
