Luke Power signed Caris Science, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caris Science, Inc.'s EIN is 45-3632909.
Download the official 2024 Form 5500 (PDF) for Caris Science, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caris Science, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $231K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $25.6M | 18.1% | |
| Vanguard Total Stock Admiral | Mutual Funds | — | — | $20.8M | 14.8% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $15.6M | 11.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $13.0M | 9.2% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $12.2M | 8.7% | |
| Vanguard Emerging Markets Index Admiral | Mutual Funds | — | — | $8.2M | 5.8% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $7.6M | 5.4% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $6.3M | 4.5% | |
| Vanguard Small Cap Growth Value Index | Mutual Funds | — | — | $6.2M | 4.4% | |
| Vanguard Intermediate Term | Mutual Funds | — | — | $6.0M | 4.2% | |
| Vanguard Small Cap Growth I | Mutual Funds | — | — | $5.9M | 4.2% | |
| PIMCO Income Fund A | Mutual Funds | — | — | $4.6M | 3.3% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.4M | 1.7% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.4M | 1.7% | |
| 9.50% with various due dates -0- | Bonds / Notes | — | — | $1.6M | 1.1% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $1.0M | 0.7% | |
| Vanguard Energy Index Admiral | Mutual Funds | — | — | $723K | 0.5% | |
| Vanguard REIT Index Fund | Common Collective Trusts | — | — | $718K | 0.5% | |
| Empower Self-Directed Brokerage | Self-Directed Brokerage | — | — | $212K | 0.2% |
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 |
| $50K |
| — |
