Plan Sponsor signed Cariloop's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cariloop's EIN is 46-0650589.
Download the official 2024 Form 5500 (PDF) for Cariloop from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cariloop's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $572K | 18.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $525K | 17.1% | |
| American Funds Inflation Linked Bond R6 Mutual fund ** 797 Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $419K | 13.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $301K | 9.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $284K | 9.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $209K | 6.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $184K | 6.0% | |
| Fidelity Internation Index Mutual fund | Mutual Funds | — | — | $153K | 5.0% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $80K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $56K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $50K | 1.6% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $50K | 1.6% | |
| JP Morgan Large Cap Growth Mutual fund | Other securities | — | — | $43K | 1.4% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $31K | $31K | 1.0% | |
| With varying maturity dates through December 2029 and interest rates * Notes receivable from participants ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $31K | 1.0% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $27K | 0.9% | |
| T. Rowe Price Diversified Mid Cap Growth I Mutual fund | Other securities | — | — | $21K | 0.7% | |
| American Fund Bond Fund of America R6 Mutual fund | Other securities | — | — | $14K | 0.5% | |
| Allspring Special Small Cap Value R6 Mutual fund | Other securities | — | — | $11K | 0.4% | |
| MFS Value R6 Mutual fund | Mutual Funds | — | — | $11K | 0.4% | |
| Allspring Special Mid Cap Value R6 Mutual fund | Other securities | — | — | $9K | 0.3% | |
| Putnam Sustainable Leaders R6 Mutual fund | Mutual Funds | — | — | $9K | 0.3% | |
| Janus Henderson Venture N Mutual fund | Mutual Funds | — | — | $4K | 0.1% | |
| PGIM High-Yield R6 Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Empower EI Fixed Account- Series Class I Fixed annuity | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GALLAGHER BENEFIT SERVICES INC DBA |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $4K |
| — |
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $3K | — |
