Krisdee Ortega signed Podium Corporation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Podium Corporation, Inc.'s EIN is 47-1369982.
Download the official 2024 Form 5500 (PDF) for Podium Corporation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Podium Corporation, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $8.5M | 24.9% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $5.4M | 15.9% | |
| Fidelity Investments FIDELITY 500 INDEX | Common Collective Trusts | — | — | $5.2M | 15.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $4.2M | 12.3% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.8M | 5.4% | |
| TIAA Investments NUVEEN LARGE CAP GROWTH INDEX R6 | Mutual Funds | — | — | $904K | 2.7% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $876K | 2.6% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $641K | 1.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $606K | 1.8% | |
| Fidelity Investments FIDELITY MID CAP INDEX | Mutual Funds | — | — | $564K | 1.7% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $557K | 1.6% | |
| Fidelity Investments FIDELITY EMERGING MARKETS INDEX | Mutual Funds | — | — | $281K | 0.8% | |
| maturing from 2025 through 2037 -0- | Other securities | — | — | $249K | 0.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $244K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $225K | 0.7% | |
| State Street Global Advisors STATE STREET GLOBAL EQ EX-US INDEX K | Other securities | — | — | $225K | 0.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $210K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $189K | 0.6% | |
| State Street Global Advisors STATE STREET AGGREGATE BOND INDEX K | Other securities | — | — | $142K | 0.4% | |
| Victory Capital VICTORY TRIVALENT INTERNALIONAL SM-CP I | Other securities | — | — | $138K | 0.4% | |
| TIAA Investments NUVEEN LARGE CAP VALUE INDEX R6 | Mutual Funds | — | — | $122K | 0.4% | |
| Fidelity Investments FIDELITY REAL ESTATE INDEX INSTITUTIONAL | Mutual Funds | — | — | $119K | 0.4% | |
| Schwab TREASURY INFL PROTECTED SECS IDX | Common Collective Trusts | — | — | $119K | 0.3% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $107K | 0.3% | |
| Allspring Global Investments ALLSPRINGSPECIAL SMALLCAP VALUE R6 | Other securities | — | — | $102K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $47K | 0.1% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $39K | 0.1% | |
| INVESCO DISCOVERY R6 | Mutual Funds | — | — | $38K | 0.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $23K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $4K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $54K | — |
