Jessica Velazquez signed Akima, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Akima, LLC's EIN is 27-0072039.
Download the official 2024 Form 5500 (PDF) for Akima, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Akima, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 06-1050034 | — | RECORDKEEPER | $951K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $200 | — |
| LINCOLN FINANCIAL ADVISORS CORPORAT | 35-1151034 | — | NONE | $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.
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 |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $60 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS .00 LLC | 47-1411118 | — | INVESTMENT ADVISOR | $284K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | NONE | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds - 2030 Target Date Mutual Fund N/R | Mutual Funds | — | — | $55.8M | 10.1% | |
| American Funds - 2035 Target Date Mutual Fund N/R | Mutual Funds | — | — | $51.3M | 9.2% | |
| American Funds - 2040 Target Date Mutual Fund N/R | Mutual Funds | — | — | $45.0M | 8.1% | |
| American Funds - 2045 Target Date Mutual Fund N/R | Mutual Funds | — | — | $38.8M | 7.0% | |
| Fidelity - 500 Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $38.5M | 6.9% | |
| Prudential - (T. Rowe Price) Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $36.5M | 6.6% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $36.5M | 6.6% | |
| American Funds - 2025 Target Date Mutual Fund N/R | Mutual Funds | — | — | $35.8M | 6.4% | |
| Prudential - Guaranteed Income Fund Fully benefit responsive investment N/R | Other securities | — | — | $35.5M | 6.4% | |
| American Funds - 2050 Target Date Mutual Fund N/R | Mutual Funds | — | — | $31.7M | 5.7% | |
| American Funds - 2055 Target Date Mutual Fund N/R | Mutual Funds | — | — | $24.5M | 4.4% | |
| Vanguard - Equity-Income Fund Mutual Fund N/R | Mutual Funds | — | — | $18.8M | 3.4% | |
| American Funds - 2060 Target Date Mutual Fund N/R | Mutual Funds | — | — | $14.8M | 2.7% | |
| contract * Participant Loans Interest rates: 4.25% - 9.5% $0 | Bonds / Notes | — | — | $13.9M | 2.5% | |
| Capital Group Europacific Growth Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $12.9M | 2.3% | |
| American Funds - 2020 Target Date Mutual Fund N/R | Mutual Funds | — | — | $11.2M | 2.0% | |
| Janus Henderson - Enterprise Mutual Fund N/R | Mutual Funds | — | — | $9.4M | 1.7% | |
| Victory Sycamore - Established Value Mutual Fund N/R | Other securities | — | — | $7.5M | 1.4% | |
| Fidelity - Mid Cap Index Mutual Fund N/R | Mutual Funds | — | — | $7.4M | 1.3% | |
| Fidelity - U.S. Bond Index Mutual Fund N/R | Mutual Funds | — | — | $7.2M | 1.3% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $7.1M | 1.3% | |
| American Funds - 2065 Target Date Mutual Fund N/R | Mutual Funds | — | — | $6.9M | 1.2% | |
| Invesco Discovery R6 Mutual Fund N/R | Mutual Funds | — | — | $6.2M | 1.1% | |
| JPMorgan - Small Cap Value Mutual Fund N/R | Other securities | — | — | $5.8M | 1.0% | |
| Fidelity - Small Cap Index Mutual Fund N/R | Mutual Funds | — | — | $5.6M | 1.0% | |
| Invesco Developing Markets R6 Mutual Fund N/R | Mutual Funds | — | — | $5.2M | 0.9% | |
| American Funds - 2015 Target Date Mutual Fund N/R | Mutual Funds | — | — | $4.1M | 0.7% | |
| Fidelity - International Index Mutual Fund N/R | Mutual Funds | — | — | $4.0M | 0.7% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $3.9M | 0.7% | |
| American Funds - 2010 Target Date Mutual Fund N/R | Mutual Funds | — | — | $3.7M | 0.7% | |
| Self-Directed Brokerage Accounts Various N/R | Self-Directed Brokerage | — | — | $3.0M | 0.5% | |
| Blackrock - Global Allocation Mutual Fund N/R | Other securities | — | — | $2.8M | 0.5% |
