Area Agency on Aging, PSA2's EIN is 31-1361630.
Download the official 2024 Form 5500 (PDF) for Area Agency on Aging, PSA2 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Area Agency on Aging, PSA2's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $3.7M | 23.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $2.1M | 13.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.7M | 10.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.5M | 9.3% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.2M | 7.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 7.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $1.1M | 6.8% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $821K | 5.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $642K | 4.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $618K | 3.9% | |
| Guaranteed Interest Fund | Other securities | — | — | $200K | 1.3% | |
| and various maturity dates through 2028 - | Other securities | — | — | $194K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $164K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $117K | 0.7% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $112K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $96K | 0.6% | |
| Fixed account | Other securities | — | — | $91K | 0.6% | |
| Pimco Income Instl | Mutual Funds | — | — | $82K | 0.5% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $82K | 0.5% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $44K | 0.3% | |
| LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $43K | 0.3% | |
| Fullerthaler Behavioral Small Cap EQ R6 | Other securities | — | — | $38K | 0.2% | |
| Janus Henderson Balanced I | Mutual Funds | — | — | $34K | 0.2% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $29K | 0.2% | |
| MFS Research International R6 | Mutual Funds | — | — | $28K | 0.2% | |
| Goldman Sachs Short Dur Govt Instl | Other securities | — | — | $21K | 0.1% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $18K | 0.1% | |
| LVIP Mondrian International Value | Other securities | — | — | $6K | <0.1% | |
| Lincoln Delaware VIP Smid Cap Core Series ** 94 * LVIP Delaware Bond | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MARINER WEALTH ADVISORS, LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & CO | — | DAYTON, OH | CONTRACT ADMIN | $2K | — |
