Sarah Karnes signed Critical Process Systems Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Critical Process Systems Group's EIN is 45-5166544.
Download the official 2023 Form 5500 (PDF) for Critical Process Systems Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Critical Process Systems Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $3K | — |
| EMPOWER ADVISORY GROUP, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.1M | 23.9% | |
| T. Rowe Price New Horizon | Other securities | — | — | $1.1M | 12.2% | |
| T. Rowe Price Health Sciences | Other securities | — | — | $730K | 8.5% | |
| Fidelity ContraFund | Mutual Funds | — | — | $519K | 6.0% | |
| MFS Value R6 | Mutual Funds | — | — | $399K | 4.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $381K | 4.4% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $328K | 3.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $319K | 3.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $291K | 3.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $270K | 3.1% | |
| Dodge and Cox Income - I | Mutual Funds | — | — | $243K | 2.8% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $227K | 2.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $211K | 2.5% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $182K | 2.1% | |
| DFA Global Equity I | Mutual Funds | — | — | $158K | 1.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $153K | 1.8% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $146K | 1.7% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $140K | 1.6% | |
| IndexSelect Aggressive 2055 Fund CL R6 | Other securities | — | — | $121K | 1.4% | |
| PGIM Global Total Return R6 | Other securities | — | — | $110K | 1.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $94K | 1.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $90K | 1.0% | |
| American Century MidCap Value R6 | Other securities | — | — | $81K | 0.9% | |
| Franklyn Utilities R6 | Other securities | — | — | $67K | 0.8% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $57K | 0.7% | |
| IndexSelect Conservative 2025 Fund CL R6 | Other securities | — | — | $49K | 0.6% | |
| T. Rowe Price Spectrum Income | Other securities | — | — | $37K | 0.4% | |
| IndexSelect Aggressive 2045 Fund CL R6 | Other securities | — | — | $25K | 0.3% | |
| IndexSelect Conservative 2055 Fund CL R6 | Other securities | — | — | $21K | 0.2% | |
| Ivy High Income N | Other securities | — | — | $17K | 0.2% | |
| AB Small Cap Growth Z | Other securities | — | — | $6K | <0.1% | |
| IndexSelect Aggressive 2025 Fund CL R6 381 IndexSelect Aggressive 2035 Fund CL R6 | Other securities | — | — | $6K | <0.1% | |
| IndexSelect Aggressive Retire Fund CL R6 | Other securities | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 CIT GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $171 |
| — |
