AMY Favretto signed Cenero LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cenero LLC's EIN is 23-3055677.
Download the official 2024 Form 5500 (PDF) for Cenero LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cenero 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $1.3M | 8.9% | |
| Vanguard Windsor Admiral Fund | Mutual Funds | — | $0 | $1.1M | 7.7% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $821K | 5.5% | |
| Hartford Strat Income R6 Fund | Other securities | — | $0 | $691K | 4.6% | |
| Fed Hms Inst Hi Yld Bd R6 Fund | Other securities | — | $0 | $637K | 4.3% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $615K | 4.1% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $598K | 4.0% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $554K | 3.7% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $494K | 3.3% | |
| JP Morgan US Equity R6 Fund | Other securities | — | $0 | $470K | 3.1% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $418K | 2.8% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | $0 | $413K | 2.8% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $375K | 2.5% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $354K | 2.4% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $347K | 2.3% | |
| Guggenheim Total Ret Bond R6 | U.S. Treasuries | — | $0 | $341K | 2.3% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $304K | 2.0% | |
| Royce SC Opp instl | Other securities | — | $0 | $301K | 2.0% | |
| AMERICAN FDS US GOVT SEC R6 FD | Other securities | — | $0 | $299K | 2.0% | |
| DFA International Value I Fund | Mutual Funds | — | $0 | $280K | 1.9% | |
| T. ROWE PRICE HLTH SCI I FD | Other securities | — | $0 | $273K | 1.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $257K | 1.7% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $232K | 1.5% | |
| Principal Guaranteed Option | Other securities | — | $0 | $221K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $221K | 1.5% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $220K | 1.5% | |
| Fid LC Gr Index Fund | Common Collective Trusts | — | $0 | $192K | 1.3% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $182K | 1.2% | |
| American Funds SMCAP Wld R6 Fd | Mutual Funds | — | $0 | $153K | 1.0% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $147K | 1.0% | |
| NEUBERGER BERM GENESIS R6 FUND | Other securities | — | $0 | $146K | 1.0% | |
| Macquarie Mid Cap Growth R6 Fu | Other securities | — | $0 | $137K | 0.9% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $130K | 0.9% | |
| BlackRock Global Alloc K Fd | Other securities | — | $0 | $125K | 0.8% | |
| Baron Real Estate R6 Fund | Other securities | — | $0 | $121K | 0.8% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $50K | 0.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $30K | 0.2% | |
| FIDELITY ADV INTL CAP APP Z | Mutual Funds | — | $0 | $16K | 0.1% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $13K | <0.1% | |
| First Eagle Gold R6 Fund | Other securities | — | $0 | $7K | <0.1% | |
| Amer Fund Cap Wld Bnd R6 Fund | Other securities | — | $0 | $5K | <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 |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | INVESTMENT ADVISORY | $0 | — |
