Jason Green signed Questex LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Questex LLC's EIN is 27-1392763.
Download the official 2024 Form 5500 (PDF) for Questex LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Questex 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * T. Rowe Price LCG Eq (IS) | Pooled Separate Accounts | — | $126K | $5.2M | 18.0% | |
| T. ROWE US LG CAP GROWTH EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $5.2M | 18.0% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY TRUST · EIN 38-4139853 / PN 631 | Common Collective Trust | — | $389K | $4.6M | 15.9% | |
| S Units Vanguard 500 Index Fund Admiral | Mutual Funds | — | $8K | $4.3M | 15.1% | |
| Vanguard Equity Inco Admiral | Mutual Funds | — | $35K | $3.1M | 10.6% | |
| * Empower Annuity Insurance Company Evergreen Group Annuity Contract Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $2.4M | 8.5% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $122K | $1.9M | 6.6% | |
| CORE PLUS BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $67K | $1.7M | 6.0% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | $92K | $1.1M | 3.7% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $49K | $1.1M | 3.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | $3K | $959K | 3.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $76K | $924K | 3.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | $6K | $718K | 2.5% | |
| Vanguard Total Bond Index | Mutual Funds | — | $61K | $577K | 2.0% | |
| AB Global Bond Z 131 Calvert US Large Cap Core Rspnb Index R6 | Other securities | — | $1K | $53K | 0.2% | |
| Blackrock High Yield Port | Other securities | — | $3K | $22K | <0.1% | |
| Vanguard Total Intl Stock Index Admiral 495 | Mutual Funds | — | — | $16K | <0.1% |
