Kathy Marshall signed Custer Office Environments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custer Office Environments, Inc.'s EIN is 38-2351526.
Download the official 2024 Form 5500 (PDF) for Custer Office Environments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custer Office Environments, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $446 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALDER INVESTMENT ADVISORS, INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Investment Services T Rowe Price Retirement 2045 I | Mutual Funds | — | — | $2.5M | 18.3% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2035 I | Mutual Funds | — | — | $2.4M | 17.7% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2055 I | Mutual Funds | — | — | $1.4M | 10.6% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2050 I | Mutual Funds | — | — | $1.2M | 8.7% | |
| Fidelity Institutional Asset Management Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 8.2% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2030 I | Mutual Funds | — | — | $719K | 5.3% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2060 I | Mutual Funds | — | — | $681K | 5.1% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2040 I | Mutual Funds | — | — | $663K | 4.9% | |
| J.P. Morgan and Co. JPMorgan Core Bond R6 | Common Stocks | — | — | $604K | 4.5% | |
| Dimensional Fund Advisors, LP DFA US Large Cap Growth Instl | Mutual Funds | — | — | $398K | 3.0% | |
| Fidelity Institutional Asset Management Fidelity Growth Strategies K6 | Mutual Funds | — | — | $365K | 2.7% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2025 I | Mutual Funds | — | — | $208K | 1.5% | |
| BlackRock, Inc. BlackRock Strategic Income Opps K | Common Stocks | — | — | $159K | 1.2% | |
| MFS Investment Management MFS International Equity R6 | Mutual Funds | — | — | $145K | 1.1% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $143K | 1.1% | |
| Participant loans Interest rates range from 5.25% - 9.50% $0 | Bonds / Notes | — | — | $122K | 0.9% | |
| Fidelity Institutional Asset Management Fidelity International Index | Mutual Funds | — | — | $118K | 0.9% | |
| Fidelity Institutional Asset Management Fidelity Mid Cap Index | Mutual Funds | — | — | $104K | 0.8% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2020 I | Mutual Funds | — | — | $99K | 0.7% | |
| Dimensional Fund Advisors, LP DFA Emerging Market Core Equity I | Mutual Funds | — | — | $82K | 0.6% | |
| Fidelity Institutional Asset Management Fidelity Small Cap Index | Mutual Funds | — | — | $71K | 0.5% | |
| Fidelity Institutional Asset Management Fidelity Low Priced Stock K6 | Mutual Funds | — | — | $68K | 0.5% | |
| Dimensional Fund Advisors, LP DFA US Targeted Value I | Mutual Funds | — | — | $54K | 0.4% | |
| Fidelity Institutional Asset Management Fidelity US Bond Index | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity Institutional Asset Management Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $36K | 0.3% | |
| Empower Investments EI Fixed Account – Series I * $ | Other securities | — | — | $22K | 0.2% | |
| Empower Investments EI Fixed Account – Series I | Other securities | — | — | $9K | <0.1% | |
| T. Rowe Price Investment Services T Rowe Price Retirement Balanced I | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADA, MI |
| INVESTMENT ADVISOR |
| $23K |
| — |
