GIS National, LLC's EIN is 46-2499839.
Download the official 2024 Form 5500 (PDF) for GIS National, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GIS National, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUIT INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| EMPOWER ADVISOR GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $1.8M | 15.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 R6 | Mutual Funds | — | — | $861K | 7.3% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $730K | 6.2% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $726K | 6.2% | |
| EMPOWER KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $663K | 5.7% | |
| NUVEEN INTERNATIONAL EQUITY INDEX R6 | Common Collective Trusts | — | — | $556K | 4.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 R6 | Mutual Funds | — | — | $544K | 4.6% | |
| COLUMBIA DIVIDEND INCOME INSTL3 | Other securities | — | — | $491K | 4.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 R6 | Mutual Funds | — | — | $370K | 3.2% | |
| GREAT-WEST EMPOWER T. ROWE PRICE MID CAP GR INS | Other securities | — | — | $365K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 R6 | Mutual Funds | — | — | $356K | 3.0% | |
| GREAT-WEST EMPOWER S&P MID CAP 400 INDEX INST | Other securities | — | — | $349K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 R6 | Mutual Funds | — | — | $340K | 2.9% | |
| JANUS HENDERSON VENTURE N | Mutual Funds | — | — | $294K | 2.5% | |
| GREAT-WEST EMPOWER S&P SMALL CAP 600 INDEX INST | Other securities | — | — | $283K | 2.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $249K | 2.1% | |
| T. ROWE PRICE REAL ESTATE I | Other securities | — | — | $239K | 2.0% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $238K | 2.0% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 | Other securities | — | — | $228K | 1.9% | |
| INVESCO OPPENHEIMER INT'L GROWTH R6 | Mutual Funds | — | — | $203K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE MATURITY | Mutual Funds | — | — | $178K | 1.5% | |
| NUVEEN INFLATION LINKED BOND R6 | Mutual Funds | — | — | $161K | 1.4% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $111K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 R6 | Mutual Funds | — | — | $82K | 0.7% | |
| PUTNAM INTERNATIONAL VALUE R6 | Mutual Funds | — | — | $67K | 0.6% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | U.S. Treasuries | — | — | $44K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 R6 | Mutual Funds | — | — | $23K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 R6 | Mutual Funds | — | — | $4K | <0.1% | |
| PUTNAM RET ADV 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2055 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2040 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV TRST MAT V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2025 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2035 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2030 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RET ADV 2050 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | 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.
| CETERA INVESTMENT ADVISORS LLC |
| — |
| EL SEGUNDO, CA |
| INV ADVISORY |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARNOW AND ASSOCIATES, LTD. | — | BANNOCKBURN, IL | TPA | $5K | — |
