Alyssa Beveridge signed Onetouchpoint Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onetouchpoint Holdings, LLC's EIN is 32-0369438.
Download the official 2024 Form 5500 (PDF) for Onetouchpoint Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onetouchpoint Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $42K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.9M | 14.9% | |
| T. Rowe Price Target 2030 | Other securities | — | — | $2.9M | 10.9% | |
| T. Rowe Price Target 2040 | Other securities | — | — | $1.5M | 5.8% | |
| Fidelity Advisor Investment GR BD Z | Mutual Funds | — | — | $1.3M | 5.0% | |
| Great-West Fixed Account Series Class II | Other securities | — | — | $1.3M | 4.9% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $1.0M | 3.9% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $1.0M | 3.8% | |
| JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $967K | 3.7% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $965K | 3.7% | |
| Empower International Value Instl | Other securities | — | — | $961K | 3.7% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $933K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $895K | 3.4% | |
| T. Rowe Price Target 2035 | Other securities | — | — | $850K | 3.2% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $846K | 3.2% | |
| T. Rowe Price Target 2025 | Other securities | — | — | $809K | 3.1% | |
| T. Rowe Price Target 2050 | Other securities | — | — | $690K | 2.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $646K | 2.5% | |
| T. Rowe Price Target 2045 | Other securities | — | — | $619K | 2.4% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $618K | 2.4% | |
| Pimco Income A | Mutual Funds | — | — | $603K | 2.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $512K | 2.0% | |
| T. Rowe Price Target 2010 | Other securities | — | — | $379K | 1.4% | |
| T. Rowe Price Target 2020 | Other securities | — | — | $367K | 1.4% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $262K | 1.0% | |
| American Funds American Balanced R1 | Mutual Funds | — | — | $259K | 1.0% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $253K | 1.0% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $219K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $159K | 0.6% | |
| T. Rowe Price Target 2060 | Other securities | — | — | $148K | 0.6% | |
| T. Rowe Price Target 2055 | Other securities | — | — | $123K | 0.5% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $94K | 0.4% | |
| Nuveen Mid Cap Value Fund I | Mutual Funds | — | — | $91K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $48K |
| — |
