John T. OLON signed Aquaphoenix Scientific, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aquaphoenix Scientific, LLC's EIN is 23-3058449.
Download the official 2024 Form 5500 (PDF) for Aquaphoenix Scientific, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aquaphoenix Scientific, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 500 Index Admiral Mutual funds | Common Collective Trusts | — | — | $4.3M | 19.2% | |
| Nuveen Lifecycle Index 2035 Inst Mutual funds | Mutual Funds | — | — | $1.9M | 8.5% | |
| Nuveen Lifecycle Index 2045 Inst Mutual funds | Mutual Funds | — | — | $1.7M | 7.6% | |
| Putnam Large Cap Growth Y Mutual funds | Mutual Funds | — | — | $1.5M | 6.6% | |
| Nuveen Lifecycle Index 2040 Inst Mutual funds | Mutual Funds | — | — | $1.5M | 6.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.4M | 6.0% | |
| Nuveen Lifecycle Index 2030 Inst Mutual funds | Mutual Funds | — | — | $1.1M | 4.8% | |
| Pimco Income Instl Mutual funds | Mutual Funds | — | — | $1.1M | 4.8% | |
| Nuveen Lifecycle Index 2055 Inst Mutual funds | Mutual Funds | — | — | $880K | 3.9% | |
| Nuveen Lifecycle Index 2050 Inst Mutual funds | Mutual Funds | — | — | $780K | 3.5% | |
| Alternate Fixed Account Fixed annuities | Other securities | — | — | $708K | 3.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $583K | 2.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $519K | 2.3% | |
| Nuveen Lifecycle Index 2060 Inst Mutual funds | Mutual Funds | — | — | $497K | 2.2% | |
| MFS Intl Diversification R6 Mutual funds | Mutual Funds | — | — | $480K | 2.1% | |
| Nuveen Lifecycle Index 2025 Inst Mutual funds | Mutual Funds | — | — | $388K | 1.7% | |
| Vanguard Small Cap Index Adm Mutual funds | Mutual Funds | — | — | $380K | 1.7% | |
| Vanguard Developed Markets Index Admiral Mutual funds | Mutual Funds | — | — | $372K | 1.6% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual funds | Common Collective Trusts | — | — | $342K | 1.5% | |
| American Funds Bond Fund of Amer R6 Mutual funds | Mutual Funds | — | — | $310K | 1.4% | |
| Participant loans Interest rate - 4.25% - 9.50% | Bonds / Notes | — | — | $231K | 1.0% | |
| Nuveen Lifecycle Index 2015 Inst Mutual funds | Mutual Funds | — | — | $225K | 1.0% | |
| JPMorgan Emerging Markets Equity R6 Mutual funds | Other securities | — | — | $220K | 1.0% | |
| MFS MID CAL VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $199K | 0.9% | |
| Key Guaranteed Portfolio Fund Fixed annuities | Other securities | — | — | $195K | 0.9% | |
| FRANKLIN SMALL CAP VALUE GG TRUST R GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $194K | 0.9% | |
| Nuveen Lifecycle Index 2020 Inst Mutual funds | Mutual Funds | — | — | $174K | 0.8% | |
| DFA Real Estate Securities I Mutual funds | Mutual Funds | — | — | $107K | 0.5% | |
| DFA Inflation-Protected Securities I Mutual funds | Mutual Funds | — | — | $106K | 0.5% | |
| Nuveen Lifecycle Index Ret Inc Inst Mutual funds | Mutual Funds | — | — | $87K | 0.4% | |
| Nuveen Lifecycle Index 2065 Inst Mutual funds | Mutual Funds | — | — | $82K | 0.4% | |
| Nuveen Lifecycle Index 2010 Inst Mutual funds | Mutual Funds | — | — | $52K | 0.2% | |
| Calvert Balanced R6 Mutual funds | Other securities | — | — | $26K | 0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $29K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $897 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS INC | — | HARRISBURG, PA | CONTRACT ADMIN | $16K | — |
