Mark Brickey signed Central States Enterprises LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central States Enterprises LLC's EIN is 35-1061305.
Download the official 2024 Form 5500 (PDF) for Central States Enterprises LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central States Enterprises LLC's plan includes 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 |
|---|---|---|---|---|---|
| GREAT WEST LIFE ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| NEWPORT GROUP CONSULTING LLC | — | WALNUT CREEK, CA | INVESTMENT PROVIDER | $8K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER FINANCIAL SERVICES 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GREENWOOD VILLAGE, CO |
| RECORDKEEPER |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | COLUMBUS, OH | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TWC Core Fixed Income N Fund | Mutual Funds | — | — | $1.0M | 13.8% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $972K | 12.9% | |
| Self-Directed * Empower Self-Directed Investment Fund | Self-Directed Brokerage | — | — | $597K | 7.9% | |
| iShares MSCI Institutional Index K Fund | Other securities | — | — | $535K | 7.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $497K | 6.6% | |
| Columbia Dividend Income A Fund | Other securities | — | — | $496K | 6.6% | |
| Blackrock Inflation Protected Bond Inv A Fund | Other securities | — | — | $467K | 6.2% | |
| Virtus Vontobel Foreign Opportunities A Fund | Other securities | — | — | $424K | 5.6% | |
| * Great-West Life Key Guranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $340K | 4.5% | |
| iShares Russell Mid Cap Index K Fund | Other securities | — | — | $306K | 4.1% | |
| AB Large Capital Growth A Fund | Other securities | — | — | $289K | 3.8% | |
| iShares Russell 2000 Small Cap Growth A Fund | Common Collective Trusts | — | — | $284K | 3.8% | |
| Eaton Vance Atlanta Cap Fund | Other securities | — | — | $271K | 3.6% | |
| Principal High Yield A Fund | Other securities | — | — | $227K | 3.0% | |
| Virtus Kar Small Cap Growth A Fund | Other securities | — | — | $212K | 2.8% | |
| American New World Fund R4 Fund | Other securities | — | — | $119K | 1.6% | |
| Janus Henderson Small Cap Value A Fund | Mutual Funds | — | — | $114K | 1.5% | |
| Wells Fargo Special Mid Cap Value A Fund | Other securities | — | — | $103K | 1.4% | |
| Principal Real Estate Securities A Fund | Other securities | — | — | $99K | 1.3% | |
| Loomis Sayles Global Allocation A Fund | Other securities | — | — | $57K | 0.8% | |
| through November 2025 | Other securities | — | — | $30K | 0.4% | |
| Vaneck CM Commodity Index A Fund | Other securities | — | — | $20K | 0.3% | |
| Neuberger Berman Strategic Income A Fund | Other securities | — | — | $13K | 0.2% | |
| Voya GNMA Income A Fund | Agency / Mortgage-Backed | — | — | $8K | 0.1% |
