Tamara Dancy signed Nickco Hospitality LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nickco Hospitality LLC's EIN is 26-1439243.
Download the official 2024 Form 5500 (PDF) for Nickco Hospitality LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nickco Hospitality 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REILLY FINANCIAL ADVISORS LLC | — | LA MESA, CA | OTHER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity: 500 Index Fund | Common Collective Trusts | — | — | $665K | 31.2% | |
| Advisor Total Bond Fund | Other securities | — | — | $478K | 22.4% | |
| Empower Funds Inc.* S&P Mid Cap 400 Index Inst Fund | Common Stocks | — | — | $222K | 10.4% | |
| Fixed Annuities Empower Annuity Insurance Co. of America * Key Guaranteed Portfolio Fund | Common Stocks | — | — | $120K | 5.6% | |
| Putnam: International Value Fund | Mutual Funds | — | — | $115K | 5.4% | |
| New Discovery Value Fund 27 Natixis Funds AEW Global Focused Real Estate Fund 1 PGIM High-Yield Fund | Other securities | — | — | $98K | 4.6% | |
| International Index Fund | Common Collective Trusts | — | — | $94K | 4.4% | |
| Global Bond Fund 17 MFS: Emerging Markets Equity Fund 27 International Growth Fund | Mutual Funds | — | — | $77K | 3.6% | |
| New World Fund | Other securities | — | — | $76K | 3.6% | |
| American: Century Small Cap Value Fund | Other securities | — | — | $63K | 3.0% | |
| Franklin Templeton: Small Cap Growth Fund | Mutual Funds | — | — | $44K | 2.0% | |
| maturing through 2029 | Other securities | — | — | $36K | 1.7% | |
| Large Cap Value Fund | Other securities | — | — | $18K | 0.8% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $17K | 0.8% | |
| Blackrock Strategic Global Bond Fund | Other securities | — | — | $4K | 0.2% | |
| AllianceBernstein Discovery Growth Fund | Mutual Funds | — | — | $2K | 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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $7K | — |
