Wendi Newton signed Koley Jessen P.C., L.L.O.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Koley Jessen P.C., L.L.O.'s EIN is 47-0712652.
Download the official 2024 Form 5500 (PDF) for Koley Jessen P.C., L.L.O. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Koley Jessen P.C., L.L.O.'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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORD KEEPER | $20K | — |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMINISTRATPR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $54.6M | 88.1% | |
| [Assets held in participant loans] | Other | — | — | $172K | 0.3% |
| HUB INVESTMENT ADVISORS |
| 47-0813106 |
| OMAHA, NE |
| ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY | 47-0625816 | OMAHA, NE | AUDITOR | $20K | — |
