Kalesa Newman signed Americo Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Americo Services, Inc.'s EIN is 43-1755148.
Download the official 2024 Form 5500 (PDF) for Americo Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Americo Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $88K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $73K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $42.8M | 16.3% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $39.7M | 15.1% | |
| Guaranteed Income Fund Insurance Investment Contract | Other securities | — | — | $28.0M | 10.7% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $23.5M | 8.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.3M | 5.5% | |
| American Funds Europacific Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $13.2M | 5.0% | |
| PIMCO Total Return Instl Fund Mutual Fund | Mutual Funds | — | — | $11.4M | 4.3% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $11.0M | 4.2% | |
| Ishares Russell Mid Cap Index K Fund Mutual Fund | Other securities | — | — | $10.1M | 3.9% | |
| PIMCO Stocks Plus Intl Unhedged Fund Mutual Fund | Mutual Funds | — | — | $9.7M | 3.7% | |
| Janus Henderson Triton N Fund Mutual Fund | Mutual Funds | — | — | $9.0M | 3.4% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $8.6M | 3.3% | |
| T. ROWE PRICE U.S. MID-CAP GR EQ TR T. ROWE PRICE · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.2% | |
| Invesco Developing Markets R6 Fund Mutual Fund | Mutual Funds | — | — | $8.3M | 3.2% | |
| JPMorgan Mid Cap Value R6 Fund Mutual Fund | Other securities | — | — | $7.8M | 3.0% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $6.5M | 2.5% | |
| T. Rowe Price High Yield I Fund Mutual Fund | Other securities | — | — | $6.4M | 2.5% | |
| Participant Loans (interest rate range 2.50% - 8.50%) | Bonds / Notes | — | — | $2.9M | 1.1% |
