Steven Caraluzzi signed CPC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPC, LLC's EIN is 26-3764473.
Download the official 2024 Form 5500 (PDF) for CPC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPC, LLC's plan includes profit-sharing, a 401(k) feature, 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 A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | FARMINGTON, CT | CONTRACT ADMIN | $850 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R4 | Mutual Funds | — | — | $724K | 12.2% | |
| Empower Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $520K | 8.7% | |
| American Funds 2040 Trgt Date Retire R4 | Mutual Funds | — | — | $512K | 8.6% | |
| JPMorgan Large Cap Growth R3 | Other securities | — | — | $456K | 7.7% | |
| American Funds 2030 Trgt Date Retire R4 | Mutual Funds | — | — | $349K | 5.9% | |
| American Funds 2045 Trgt Date Retire R4 | Mutual Funds | — | — | $345K | 5.8% | |
| iShares S&P 500 Index A | Common Collective Trusts | — | — | $341K | 5.7% | |
| American Funds 2055 Trgt Date Retire R4 | Mutual Funds | — | — | $332K | 5.6% | |
| American Funds 2025 Trgt Date Retire R4 | Mutual Funds | — | — | $243K | 4.1% | |
| BlackRock High Yield Bond Inv A | Other securities | — | — | $217K | 3.6% | |
| PIMCO Stockpile Plus Small A 979 T. Rowe Price Dividend Growth Adv | Mutual Funds | — | — | $205K | 3.4% | |
| American Funds 2050 Trgt Date Retire R4 | Mutual Funds | — | — | $174K | 2.9% | |
| Janus Henderson Triton A | Mutual Funds | — | — | $172K | 2.9% | |
| American Funds 2020 Trgt Date Retire R4 | Mutual Funds | — | — | $139K | 2.3% | |
| Parnassus Mid-Cap | Other securities | — | — | $129K | 2.2% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $114K | 1.9% | |
| American Funds New Perspective R4 | Mutual Funds | — | — | $106K | 1.8% | |
| Invesco Developing Markets A | Mutual Funds | — | — | $98K | 1.7% | |
| American Funds EuroPacific Gr R4 | Mutual Funds | — | — | $84K | 1.4% | |
| AllianceBernstein AB Discovery Growth Z | Other securities | — | — | $76K | 1.3% | |
| BlackRock Inflation Protected Bond Inv | Other securities | — | — | $71K | 1.2% | |
| PIMCO Income A | Mutual Funds | — | — | $62K | 1.0% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $61K | 1.0% | |
| Columbia Small Cap Index A | Other securities | — | — | $48K | 0.8% | |
| Neuberger Berman Real Estate A | Other securities | — | — | $47K | 0.8% | |
| Empower Self-directed Brokerage Account Roth | Self-Directed Brokerage | — | — | $47K | 0.8% | |
| iShares U.S. Aggregate Bond Index K | Other securities | — | — | $38K | 0.6% | |
| American Funds 2060 Trgt Date Retire R4 | Mutual Funds | — | — | $38K | 0.6% | |
| Vaneck CM Commodity Index I | Other securities | — | — | $37K | 0.6% | |
| Virtus Ceredex Large-Cap Value Equity I | Other securities | — | — | $34K | 0.6% | |
| Lord Abbett Total Return R4 | Mutual Funds | — | — | $31K | 0.5% | |
| American Funds 2015 Trgt Date Retire R4 | Mutual Funds | — | — | $27K | 0.5% | |
| MFS Moderate Allocation R4 | Mutual Funds | — | — | $25K | 0.4% | |
| Columbia Mid Cap Index A | Other securities | — | — | $24K | 0.4% | |
| BlackRock Global Allocation Inv A | Other securities | — | — | $10K | 0.2% | |
| MFS Conservative Allocation R4 | Mutual Funds | — | — | $6K | <0.1% | |
| Virtus Ceredex Mid-Cap Value Equity I | Other securities | — | — | $5K | <0.1% | |
| Allspring Special Small Cap Value A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
