Betty Caldwell signed Theranest, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Theranest, LLC's EIN is 46-3580910.
Download the official 2022 Form 5500 (PDF) for Theranest, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Theranest, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great-West Trust Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 10.2% | |
| Great-West Trust Company American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Great-West Trust Company American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $1.1M | 9.1% | |
| Great-West Trust Company American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $1.0M | 8.6% | |
| Great-West Trust Company American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $991K | 8.3% | |
| Great-West Trust Company American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $986K | 8.3% | |
| Great-West Trust Company Vanguard Growth Index ADM | Mutual Funds | — | — | $586K | 4.9% | |
| Great-West Trust Company Baird Aggregate Bond INST | Common Stocks | — | — | $563K | 4.7% | |
| Great-West Trust Company American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $434K | 3.6% | |
| Great-West Trust Company Annuity Contract Key Guaranteed Portfolio Fund | Common Stocks | — | — | $413K | 3.5% | |
| Great-West Trust Company T. Rowe Price Int'l Disciplined Eq I | Common Stocks | — | — | $395K | 3.3% | |
| Great-West Trust Company Fidelity Mid Cap Index | Mutual Funds | — | — | $358K | 3.0% | |
| Great-West Trust Company Vanguard Windsor ADM | Mutual Funds | — | — | $324K | 2.7% | |
| Great-West Trust Company American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $302K | 2.5% | |
| Great-West Trust Company American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $290K | 2.4% | |
| Great-West Trust Company Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $276K | 2.3% | |
| Great-West Trust Company Putnam International Value R6 | Mutual Funds | — | — | $272K | 2.3% | |
| Great-West Trust Company Allspring Short-Term Bond Plus Inst | Common Stocks | — | — | $230K | 1.9% | |
| Great-West Trust Company American Century Emerging Markets R6 | Common Stocks | — | — | $198K | 1.7% | |
| Great-West Trust Company Allspring Special Mid Cap Value R6 | Common Stocks | — | — | $154K | 1.3% | |
| Great-West Trust Company Cohen & Steers Instl Realty Shares | Common Stocks | — | — | $142K | 1.2% | |
| Great-West Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $119K | 1.0% | |
| Great-West Trust Company Blackrock High Yield Bond Portfolio K | Common Stocks | — | — | $97K | 0.8% | |
| Interest rates from 4.25% to 8%, varying maturities - | Bonds / Notes | — | — | $82K | 0.7% | |
| Great-West Trust Company PGIM Global Total Return R6 | Common Stocks | — | — | $78K | 0.7% | |
| Great-West Trust Company Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $57K | 0.5% | |
| Great-West Trust Company American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $51K | 0.4% | |
| Great-West Trust Company Franklin Small Cap Value R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Great-West Trust Company Virtus KAR Mid-Cap Growth R6 | Common Stocks | — | — | $24K | 0.2% | |
| Great-West Trust Company Victory Trivalent Int'l Small-Cap R6 | Common Stocks | — | — | $23K | 0.2% | |
| Great-West Trust Company American Century Global Real Estate R6 | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | — | CHARLOTTE, NC | CONTRACT ADMIN | $43K | — |
