Carolina Gomez signed Aspen Lodging Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspen Lodging Group LLC's EIN is 46-0511545.
Download the official 2024 Form 5500 (PDF) for Aspen Lodging Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aspen Lodging Group 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $547K | 15.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $513K | 14.3% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $403K | 11.2% | |
| VAN CASH RES FED MON MKT ADMRL 395 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $306K | 8.5% | |
| FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $201K | 5.6% | |
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $186K | 5.2% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $144K | 4.0% | |
| DFA US SUSTAINABILITY CORE 1 203 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2060 K6 | Registered Investment Companies | — | — | $134K | 3.7% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $110K | 3.1% | |
| FIDELITY ADV FREEDOM 2025 K6 | Registered Investment Companies | — | — | $105K | 2.9% | |
| FIDELITY ADV FREEDOM INC K6 | Registered Investment Companies | — | — | $105K | 2.9% | |
| FIDELITY ADV FREEDOM 2020 K6 | Registered Investment Companies | — | — | $95K | 2.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $89K | 2.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $89K | 2.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $80K | 2.2% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $80K | 2.2% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $70K | 1.9% | |
| EATON VANCE INCOME BOSTON R6 | Registered Investment Companies | — | — | $64K | 1.8% | |
| FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $59K | 1.6% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $58K | 1.6% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $52K | 1.5% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $37K | 1.0% | |
| FIDELITY ADV FREEDOM 2065 K6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| FID MID CAP INDEX 201 REGISTERED INVESTMENT COMPANY JOHN HANCOCK DISC VALUE MC R6 342 REGISTERED INVESTMENT COMPANY MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $6K | 0.2% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWELL STRACZEK CPA | 85-2477767 | — | ACCOUNTANT | $14K | — |
