Julie Schmitt signed Organized Living, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Organized Living, Inc.'s EIN is 31-0525723.
Download the official 2024 Form 5500 (PDF) for Organized Living, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Organized Living, Inc.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2060 Fund I ** 869 T Rowe Price Retirement Balanced Fund I ** 33 Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.0M | 33.3% | |
| Fidelity International Index | Mutual Funds | — | — | $1.2M | 9.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $884K | 7.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $864K | 7.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $713K | 5.9% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $693K | 5.8% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $667K | 5.5% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $478K | 4.0% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $460K | 3.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $374K | 3.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $340K | 2.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $292K | 2.4% | |
| MFS Value R6 | Mutual Funds | — | — | $220K | 1.8% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $173K | 1.4% | |
| Participant loans, various maturity dates through October 2029 and interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $158K | 1.3% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $117K | 1.0% | |
| T Rowe Price Retirement 2040 Fund I | Mutual Funds | — | — | $103K | 0.9% | |
| Artisan High Income Institutional | Other securities | — | — | $93K | 0.8% | |
| T Rowe Price Retirement 2050 Fund I | Mutual Funds | — | — | $85K | 0.7% | |
| T Rowe Price Retirement 2020 Fund I ** 862 T Rowe Price Retirement 2030 Fund I | Mutual Funds | — | — | $48K | 0.4% | |
| Empower T. Rowe Price Mid Cap Growth | Other securities | — | — | $46K | 0.4% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $35K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
