Anne Catherine Lindstom Stinson signed The Carlstar Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Carlstar Group LLC's EIN is 38-3918236.
Download the official 2024 Form 5500 (PDF) for The Carlstar Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Carlstar Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $201K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $677 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $10.3M | 14.9% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $8.5M | 12.3% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $8.4M | 12.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.5M | 8.0% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $4.9M | 7.1% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $4.4M | 6.4% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $3.4M | 5.0% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $3.4M | 5.0% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $3.2M | 4.7% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 044 | Common Collective Trust | — | — | $2.9M | 4.3% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $1.2M | 1.8% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $1.1M | 1.6% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $1.0M | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $955K | 1.4% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $868K | 1.3% | |
| JP Morgan JP Morgan Mid Cap Value R6 | Other securities | — | — | $646K | 0.9% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $479K | 0.7% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $437K | 0.6% | |
| American Beacon American Beacon Small Cap Value R6 | Mutual Funds | — | — | $307K | 0.4% | |
| American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $228K | 0.3% | |
| PGIM Investments PGIM Total Return Bond R6 | Other securities | — | — | $227K | 0.3% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $201K | 0.3% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING HOLDCO LLC DBA CR |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $23K |
| — |
| MERCER GLOBAL ADVISORS INC | — | DENVER, CO | INVESTMENT ADVISOR | $13K | — |
