Wendy Forkas signed Adjoin's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adjoin's EIN is 33-0008269.
Download the official 2024 Form 5500 (PDF) for Adjoin from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adjoin's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $540K | 13.4% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $507K | 12.6% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $431K | 10.7% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $371K | 9.2% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $275K | 6.8% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities Fund | Mutual Funds | — | — | $251K | 6.2% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $207K | 5.1% | |
| Dimensional Funds DFA Large Cap International Fund | Mutual Funds | — | — | $195K | 4.8% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $171K | 4.3% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $170K | 4.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $132K | 3.3% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $104K | 2.6% | |
| * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $104K | 2.6% | |
| Participant loans through 2025 - 2047. 0 | Participant loans | — | — | $90K | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $61K | 1.5% | |
| Nuveen Lifecycle Index Retirement Fund | Mutual Funds | — | — | $57K | 1.4% | |
| Nuveen Lifecycle Index 2010 Fund | Mutual Funds | — | — | $53K | 1.3% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $43K | 1.1% | |
| Principal Investments Principal Real Estate Securities Fund | Other securities | — | — | $41K | 1.0% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $38K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $31K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $29K | 0.7% | |
| Putnam Large Cap Value Fund 177 Victory Sycamore Established Value Fund | Mutual Funds | — | — | $24K | 0.6% | |
| American Funds American Funds Small Cap World Fund | Mutual Funds | — | — | $23K | 0.6% | |
| Dimensional Funds DFA U.S. Sustainability Core Fund | Mutual Funds | — | — | $22K | 0.5% | |
| Prudential PGIM Global Total Return Fund | Other securities | — | — | $21K | 0.5% | |
| Nuveen Lifecycle Index 2015 Fund | Mutual Funds | — | — | $12K | 0.3% | |
| American Funds American Funds U.S. Government Securities Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Principal Investments Principal Capital Appreciation Fund | Other securities | — | — | $8K | 0.2% | |
| s (continued) Pioneer Investments Pioneer Bond Class K Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
