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, LLC | 02-0488491 | — | SERVICE PROVIDER | $50K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| USB FINANCIAL SERVICES, INC | — | NAHVILLE, TN | INVESTMENT ADVISOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | FRANKLIN SQ, NY | TPA | $0 | — |
| ECONOMIC GROUP PENSION SERVICES | — | BAXTER, MN | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USB FINANCIAL SERVICES, INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Mutual Funds | Mutual Funds | — | — | $9.8M | 10.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $7.6M | 8.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | Mutual Funds | — | — | $6.5M | 7.3% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | Mutual Funds | — | — | $5.8M | 6.5% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | Mutual Funds | — | — | $5.4M | 6.1% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | Mutual Funds | — | — | $4.9M | 5.5% | |
| CAMS Stable Value Fund Collective trust fund | Stable Value | — | — | $4.5M | 5.0% | |
| VOYA Retirement Ins. Annuity Company Voya Fixed Account | Common Stocks | — | — | $4.0M | 4.5% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | Mutual Funds | — | — | $3.8M | 4.3% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | Mutual Funds | — | — | $3.4M | 3.8% | |
| JPMorgan Us Equity R6 Mutual Funds | Other securities | — | — | $3.0M | 3.3% | |
| Goldman Sachs International Eq Esg R6 Mutual Funds | Other securities | — | — | $3.0M | 3.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | Mutual Funds | — | — | $2.8M | 3.2% | |
| Notes receivables from participants Varying maturity dates through July 2029 and interest rate ranging: 3.25% to 9.50% | Bonds / Notes | — | — | $2.2M | 2.5% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Funds | Common Collective Trusts | — | — | $2.2M | 2.4% | |
| MFS INTERNATIONAL VALUE EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $2.1M | 2.4% | |
| Vanguard Small Cap Index Instl Mutual Funds | Mutual Funds | — | — | $2.1M | 2.3% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | Mutual Funds | — | — | $2.0M | 2.2% | |
| JPMorgan Large Cap Value R6 Mutual Funds | Other securities | — | — | $1.8M | 2.0% | |
| Dodge & Cox Global Bond X Mutual Funds | Mutual Funds | — | — | $1.6M | 1.8% | |
| PGIM Jennison Small Company R6 Mutual Funds | Common Stocks | — | — | $1.3M | 1.5% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $1.2M | 1.4% | |
| Loomis Sayles Investment Grade Bond N Mutual Funds | Other securities | — | — | $1.1M | 1.2% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | Mutual Funds | — | — | $1.0M | 1.2% | |
| REAL ESTATE/COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $678K | 0.8% | |
| Principal High Yield R6 Mutual Funds | Other securities | — | — | $601K | 0.7% | |
| Victory Sycamore Established Value R6 Mutual Funds | Other securities | — | — | $549K | 0.6% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | Mutual Funds | — | — | $519K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | Mutual Funds | — | — | $373K | 0.4% | |
| American Beacon Small Cap Value R6 Mutual Funds | Other securities | — | — | $87K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | Mutual Funds | — | — | $31K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual Funds | Mutual Funds | — | — | $21K | <0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
