Lynne Waymire signed Consolidated Asset Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consolidated Asset Management Services, LLC's EIN is 41-2239010.
Download the official 2024 Form 5500 (PDF) for Consolidated Asset Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consolidated Asset Management Services, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | SERVICE PROVIDER | $104K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl | Mutual Funds | — | — | $24.6M | 12.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $18.2M | 9.0% | |
| CAMS Stable Value Fund | Stable Value | — | — | $13.2M | 6.5% | |
| VOYA Retirement Ins. Annuity Company | Common Stocks | — | — | $11.9M | 5.9% | |
| JPMorgan Us Equity R6 | Other securities | — | — | $11.1M | 5.5% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $10.4M | 5.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $8.8M | 4.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $7.7M | 3.8% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $7.5M | 3.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $5.9M | 2.9% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $5.8M | 2.9% | |
| JPMorgan Large Cap Value R6 | Other securities | — | — | $5.5M | 2.7% | |
| Goldman Sachs International Eq Esg R6 | Other securities | — | — | $5.3M | 2.6% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $4.9M | 2.4% | |
| MFS INTERNATIONAL VALUE EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $4.9M | 2.4% | |
| Dodge & Cox Global Bond X | Mutual Funds | — | — | $4.3M | 2.1% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $3.9M | 1.9% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $3.6M | 1.8% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3.5M | 1.7% | |
| Loomis Sayles Investment Grade Bond N | Other securities | — | — | $3.4M | 1.7% | |
| Notes receivables from participants | Other securities | — | — | $3.3M | 1.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $3.3M | 1.6% | |
| Allspring Real Return R6 | Other securities | — | — | $2.9M | 1.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $2.4M | 1.2% | |
| PGIM Jennison Small Company R6 | Common Stocks | — | — | $2.4M | 1.2% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $2.1M | 1.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.7M | 0.9% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $1.7M | 0.8% | |
| Principal High Yield R6 | Other securities | — | — | $1.5M | 0.7% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $425K | 0.2% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $329K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $235K | 0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES, IN | — | FRANKLIN SQ, NY | TPA | $0 | — |
| ECONOMIC GROUP PENSION SERVICES LLC | — | BAXTER, MN | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
