Mindi Plante signed Certified Collectibles Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Certified Collectibles Group, LLC's EIN is 22-3716431.
Download the official 2024 Form 5500 (PDF) for Certified Collectibles Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Certified Collectibles Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Pooled Separate Account | Pooled Separate Accounts | — | — | $5.6M | 19.2% | |
| iShares US Aggregate Bond Index K Pooled Separate Account | Pooled Separate Accounts | — | — | $3.1M | 10.6% | |
| Franklin Small Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.1M | 7.4% | |
| Empower General Account Guaranteed Income Fund | Other securities | — | — | $2.1M | 7.4% | |
| Fidelity Freedom Index 2045 Instl Prem Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 6.5% | |
| BlackRock Total Return K Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 6.0% | |
| American Funds Europacific Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 5.7% | |
| iShares MSCI EAFE Intl Idx K Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 5.5% | |
| MFS Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 5.5% | |
| PIMCO Income Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 5.2% | |
| Fidelity Freedom Index Inc Instl Prem Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 4.3% | |
| Fidelity Freedom Index 2055 Instl Prem Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 4.0% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 3.5% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $756K | 2.6% | |
| Allspring Special Mid Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $674K | 2.3% | |
| Notes receivable from participants Interest Rates 3.25% to 8.00% | Bonds / Notes | — | — | $475K | 1.6% | |
| BlackRock Advantage Global R Pooled Separate Account | Pooled Separate Accounts | — | — | $413K | 1.4% | |
| Fidelity Freedom Index 2035 Instl Prem Pooled Separate Account | Pooled Separate Accounts | — | — | $194K | 0.7% | |
| Goldman Sachs Small Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $110K | 0.4% | |
| Empower General Account Non interest bearing cash | Cash / Money Market | — | — | $79K | 0.3% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | 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.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $40K |
| — |
