DANI Berte signed Extend, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Extend, Inc.'s EIN is 36-4919826.
Download the official 2024 Form 5500 (PDF) for Extend, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Extend, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $684 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.8M | 41.1% | |
| VANGUARD 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.1M | 18.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.7M | 14.6% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $984K | 8.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $539K | 4.6% | |
| VANGUARD INFORMATION TECHNOLOGY IDX Mutual Fund | Common Collective Trusts | — | — | $296K | 2.5% | |
| VANGUARD DEVELOPED MARKETS INDEX Mutual Fund | Mutual Funds | — | — | $238K | 2.0% | |
| VANGUARD MID CAP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $141K | 1.2% | |
| JPMORGAN LARGE CAP GROWTH Mutual Fund | Other securities | — | — | $134K | 1.1% | |
| VANGUARD SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $131K | 1.1% | |
| maturing through December 2029 | Other securities | — | — | $127K | 1.1% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $95K | 0.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $81K | 0.7% | |
| OAKMARK INSTITUTIONAL Mutual Fund | Other securities | — | — | $71K | 0.6% | |
| AMERICAN FUNDS BOND FUND OF AMER Mutual Fund | Mutual Funds | — | — | $59K | 0.5% | |
| VANGUARD WINDSOR II FUND Mutual Fund | Mutual Funds | — | — | $41K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $41K | 0.3% | |
| VANGUARD EXPLORER Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| MACQUARIE MID CAP GROWTH Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| DFA US TARGETED VALUE Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| BARON REAL ESTATE Mutual Fund | Other securities | — | — | $15K | 0.1% | |
| FIDELITY ADVISOR VALUE STRATEGIES Mutual Fund | Mutual Funds | — | — | $15K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $479 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
| $25K |
| — |
