Leann Fritzler signed Capin Crouse LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capin Crouse LLP's EIN is 36-3990892.
Download the official 2024 Form 5500 (PDF) for Capin Crouse LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capin Crouse LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| KDP RETIREMENT PLAN SERVICES | — | GRAND RAPIDS, MI | CONTRACT ADMIN | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2050 I | Mutual Funds | — | — | $4.3M | 16.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.5M | 13.4% | |
| T Rowe Price Retirement 2030 I | Mutual Funds | — | — | $3.0M | 11.7% | |
| T Rowe Price Retirement 2045 I | Mutual Funds | — | — | $2.4M | 9.2% | |
| T Rowe Price Retirement 2060 I | Mutual Funds | — | — | $1.9M | 7.2% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.6M | 6.3% | |
| T Rowe Price Retirement 2040 I | Mutual Funds | — | — | $1.3M | 4.9% | |
| T Rowe Price Retirement 2055 I | Mutual Funds | — | — | $1.1M | 4.0% | |
| Fidelity International Index | Mutual Funds | — | — | $1.0M | 3.8% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $921K | 3.5% | |
| T Rowe Price Retirement 2035 I | Mutual Funds | — | — | $787K | 3.0% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $763K | 2.9% | |
| Prudential Total Return Bond Fund R6 | Other securities | — | — | $428K | 1.6% | |
| T Rowe Price Retirement 2025 I | Mutual Funds | — | — | $420K | 1.6% | |
| T Rowe Price Retirement 2020 I | Mutual Funds | — | — | $364K | 1.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $352K | 1.3% | |
| Columbia Dividend Income A | Other securities | — | — | $292K | 1.1% | |
| T Rowe Price Balanced Fund | Mutual Funds | — | — | $258K | 1.0% | |
| Prudential High Yield R6 | Other securities | — | — | $256K | 1.0% | |
| BlackRock Inflation Protected Bond Fund K | Other securities | — | — | $247K | 0.9% | |
| Vanguard Materials Index Admiral | Mutual Funds | — | — | $236K | 0.9% | |
| Clearbridge Mid Cap Class IS ** - Cohen & Steers Realty Shares Institutional | Other securities | — | — | $220K | 0.8% | |
| Fixed income annuities * Key Guaranteed Income Portfolio Fund | Other securities | — | — | $189K | 0.7% | |
| Notes receivable from participants * Participant loans Participant loans maturing through January 2034 with interest of 4.25% to 9.50% 0 | Bonds / Notes | — | — | $122K | 0.5% | |
| Principal Small/Cap Growth Fund I ** - T Rowe Price International Discovery I | Mutual Funds | — | — | $105K | 0.4% | |
| Virtus Kar Mid Cap Core R6 | Other securities | — | — | $51K | 0.2% | |
| Hood River Small-Cap Growth Retirement | Other securities | — | — | $42K | 0.2% | |
| T Rowe Price Retirement 2015 I | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
