Laurie Hunter signed Criticalpoint Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Criticalpoint Partners, LLC's EIN is 45-5416532.
Download the official 2024 Form 5500 (PDF) for Criticalpoint Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Criticalpoint Partners, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $89K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | — | — | $5.4M | 21.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $4.2M | 16.7% | |
| Great Gray Trust IndexSelect Moderate 2035 | Other securities | — | — | $4.2M | 16.7% | |
| Fidelity D&P 500 Index | Mutual Funds | — | — | $3.1M | 12.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $2.7M | 10.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $1.8M | 7.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.0M | 4.0% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $937K | 3.7% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $905K | 3.6% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $677K | 2.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $673K | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $562K | 2.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $477K | 1.9% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $399K | 1.6% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $234K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $224K | 0.9% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $212K | 0.8% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $204K | 0.8% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $171K | 0.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | — | — | $163K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $156K | 0.6% | |
| LARGE CAP VALUE I1 GREAT GRAYT · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $138K | 0.5% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $58K | 0.2% | |
| Participant Notes Receivable Interest rates ranging from 3.25% to 9.50%, $0 | Bonds / Notes | — | — | $35K | 0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $33K | 0.1% | |
| Participant Notes receivable * Participant Loans Interest rates ranging from 3.25% to 9.50% $0 | Bonds / Notes | — | — | $30K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% | |
| Great Gray Trust IndexSelect Conservative 2045 | Other securities | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4447624 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2023 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | — | MOBILE, AL | CONTRACT ADMIN | $57K | — |
| ECONOMIC GROUP PENSION SERVICES LLC | — | FRANKLIN SQUARE, NY | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | — | PROVIDENCE, RI | AUDITOR | $28K | — |
