Connie Jaracz signed Computer Aided Technology, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Computer Aided Technology, LLC's EIN is 36-3847042.
Download the official 2022 Form 5500 (PDF) for Computer Aided Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Computer Aided Technology, LLC'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $5.8M | 18.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $2.8M | 9.0% | |
| The Vanguard Group Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.3M | 7.3% | |
| Putnam Investments Putnam Dynamic Asset Alloc Growth R6 | Mutual Funds | — | — | $1.9M | 6.1% | |
| The Vanguard Group Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.7M | 5.3% | |
| The Vanguard Group Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.6M | 5.2% | |
| The Vanguard Group Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.6M | 5.2% | |
| Empower Annuity Insurance Company of America ** Guaranteed investment contract - Key Guaranteed Portfolio Fund | Stable Value | — | — | $1.6M | 5.2% | |
| The Vanguard Group Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.3M | 4.2% | |
| The Vanguard Group Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $973K | 3.1% | |
| Alliance Bernstein Ab Large Cap Growth I | Other securities | — | — | $730K | 2.3% | |
| Putnam Investments Putnam Dynamic Asset Allocation Bal R6 | Mutual Funds | — | — | $690K | 2.2% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $661K | 2.1% | |
| BlackRock Total Return K | Other securities | — | — | $611K | 1.9% | |
| The Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $585K | 1.9% | |
| Columbia Funds Columbia Mid Cap Index Instl 2 | Other securities | — | — | $578K | 1.8% | |
| The Vanguard Group Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $530K | 1.7% | |
| The Vanguard Group Vanguard Utilities Index Adm | Mutual Funds | — | — | $480K | 1.5% | |
| Eaton Vance Eaton Vance High Income Opportunities I | Other securities | — | — | $452K | 1.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $406K | 1.3% | |
| Parametric International Parametric International Equity R6 | Other securities | — | — | $358K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Growth | Mutual Funds | — | — | $353K | 1.1% | |
| Janus Henderson Janus Henderson Global Equity Income N | Mutual Funds | — | — | $352K | 1.1% | |
| Buffalo International Buffalo International | Other securities | — | — | $298K | 0.9% | |
| The Vanguard Group Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $283K | 0.9% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 4.25 percent to 8.00 percent - | Other securities | — | — | $282K | 0.9% | |
| The Principal Financial Group Principal Real Estate Securities Inst | Common Stocks | — | — | $255K | 0.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Mid Cap GR INST | Common Stocks | — | — | $237K | 0.8% | |
| BlackRock Health Sciences Opps Instl | Other securities | — | — | $208K | 0.7% | |
| AllSpring Special Mid Cap Value INST | Other securities | — | — | $206K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $195K | 0.6% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $192K | 0.6% | |
| BlackRock Income Fund Instl | Other securities | — | — | $186K | 0.6% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $180K | 0.6% | |
| T. Rowe Price Group, Inc. T. Rowe Price Global Technology | Common Stocks | — | — | $165K | 0.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $125K | 0.4% | |
| Fidelity Investments Fidelity Select Retailing | Mutual Funds | — | — | $75K | 0.2% | |
| The Vanguard Group Vanguard Consumer Staples Index Adm | Mutual Funds | — | — | $50K | 0.2% | |
| The Vanguard Group Vanguard Materials Index Adm | Mutual Funds | — | — | $42K | 0.1% | |
| The Vanguard Group Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $34K | 0.1% | |
| Victory Trivalent International Victory Trivalent International SM-CP I | Other securities | — | — | $15K | <0.1% | |
| Putnam Investments Putnam Dynamic Asset Allocation Con R6 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TRIAD ADVISORS INC |
| — |
| NORCROSS, GA |
| INVESTMENT ADVISOR |
| $65K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE AND MORAN | — | CHICAGO, IL | AUDITOR | $20K | — |
