Kimberly Connor signed Ace Telephone Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ace Telephone Association's EIN is 41-0711571.
Download the official 2024 Form 5500 (PDF) for Ace Telephone Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ace Telephone Association'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACE TELEPHONE ASSOCIATION | — | HOUSTON, MN | AUDITOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $6.9M | 18.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $5.8M | 15.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $5.5M | 14.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.7M | 12.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.5M | 11.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $958K | 2.5% | |
| Empower Key Guaranteed Interest Account | Other securities | — | — | $804K | 2.1% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $761K | 2.0% | |
| PGIM High Yield R6 | Other securities | — | — | $432K | 1.1% | |
| Participant loans | Participant loans | — | — | $423K | 1.1% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $284K | 0.7% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $261K | 0.7% | |
| JP Morgan Core Bond | Other securities | — | — | $236K | 0.6% | |
| Principal Short-Term Income Inst | Other securities | — | — | $229K | 0.6% | |
| AllianceBernstein Small Cap Growth | Other securities | — | — | $162K | 0.4% | |
| T. Rowe Price Balanced I | Other securities | — | — | $152K | 0.4% | |
| Columbia Small Cap Value Fund | Other securities | — | — | $150K | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $131K | 0.3% | |
| Schwab International Index | Mutual Funds | — | — | $116K | 0.3% | |
| Principal Real Estate Securities FD R-6 | Other securities | — | — | $113K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $97K | 0.3% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $89K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $64K | 0.2% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $33K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $11K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $295 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
