Kimberly Botic signed Assuredpartners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assuredpartners, Inc.'s EIN is 27-5176829.
Download the official 2024 Form 5500 (PDF) for Assuredpartners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assuredpartners, Inc.'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 O | — | GREENWOOD VILLAGE, CO | NONE | $434K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $251K | — |
| CHARLES SCHWAB & CO., INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $1.0B | 97.4% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $131.1M | 12.4% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $113.6M | 10.8% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $102.5M | 9.7% | |
| NT S&P 500 INDEX FUND - DC - NL - T NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $101.5M | 9.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $86.7M | 8.2% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $82.8M | 7.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $60.0M | 5.7% | |
| HARBOR CAPITAL APPRECIATION R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $55.8M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $38.5M | 3.6% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $36.9M | 3.5% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $26.2M | 2.5% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $24.9M | 2.4% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $22.8M | 2.2% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $18.7M | 1.8% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $18.0M | 1.7% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $16.6M | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $16.5M | 1.6% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $12.8M | 1.2% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $10.7M | 1.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $10.6M | 1.0% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $10.0M | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.2% |
| 94-1737782 |
| — |
| NONE |
| $1K |
| — |
