Steven Thomas signed Augeo Affinity Marketing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Augeo Affinity Marketing, Inc.'s EIN is 26-2331983.
Download the official 2024 Form 5500 (PDF) for Augeo Affinity Marketing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Augeo Affinity Marketing, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $6.8M | 20.1% | |
| American Funds | Mutual Funds | — | — | $5.3M | 15.5% | |
| American Funds | Mutual Funds | — | — | $4.3M | 12.7% | |
| Fidelity | Mutual Funds | — | — | $3.4M | 10.1% | |
| American Funds | Mutual Funds | — | — | $2.8M | 8.3% | |
| American Funds | Mutual Funds | — | — | $2.6M | 7.6% | |
| American Funds | Mutual Funds | — | — | $1.8M | 5.4% | |
| American Funds | Mutual Funds | — | — | $1.4M | 4.0% | |
| American Funds | Mutual Funds | — | — | $1.2M | 3.6% | |
| AllianceBernstein L.P. | Other securities | — | — | $779K | 2.3% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $779K | 2.3% | |
| JPMorgan | Other securities | — | — | $470K | 1.4% | |
| American Funds | Mutual Funds | — | — | $345K | 1.0% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $320K | 0.9% | |
| AllianceBernstein L.P. | Other securities | — | — | $320K | 0.9% | |
| AB US SMALL & MID CAP GR W SERIES C GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116871 / PN 536 | Common Collective Trust | — | — | $320K | 0.9% | |
| Pimco | Mutual Funds | — | — | $286K | 0.8% | |
| Blackrock | Other securities | — | — | $240K | 0.7% | |
| American Funds | Mutual Funds | — | — | $220K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $218K | 0.6% | |
| American Funds | Mutual Funds | — | — | $204K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $191K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $149K | 0.4% | |
| American Funds | Mutual Funds | — | — | $136K | 0.4% | |
| AllianceBernstein L.P. | Other securities | — | — | $127K | 0.4% | |
| AB US SMALL & MID CAP VAL W SERIES GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $127K | 0.4% | |
| AllianceBernstein L.P. | Other securities | — | — | $90K | 0.3% | |
| AB GLBL COR EQ CIT W SERIES FEE CLA GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139849 / PN 627 | Common Collective Trust | — | — | $90K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $64K | 0.2% | |
| Empower | Other securities | — | — | $60K | 0.2% | |
| iShares | Other securities | — | — | $49K | 0.1% | |
| American Funds | Mutual Funds | — | — | $34K | <0.1% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $32K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | TPA | $37K | — |
