Cheri Lamarche signed Knowlton Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowlton Technologies, LLC's EIN is 47-1424475.
Download the official 2024 Form 5500 (PDF) for Knowlton Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knowlton Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LIFE & ANNUITY INSURANCE | 06-1050034 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JW COLE SERVICES, INC | 65-1040717 | — | BROKER ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Index Select Moderate Retire Fund CL I | Other securities | — | $1.3M | $1.3M | 17.8% | |
| INDEXSELECT MOD RETIRE FUND CL I GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.3M | 17.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | $904K | $921K | 12.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | $882K | $904K | 12.5% | |
| COR PLAN BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $893K | 12.3% | |
| Empower Annuity Insurance Company Core Plus Bond/PGIM Fund | Common Stocks | — | $912K | $893K | 12.3% | |
| COLUMBIA DIV VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | $713K | $719K | 9.9% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | $556K | $517K | 7.2% | |
| Invesco Discovery R6 | Mutual Funds | — | $318K | $327K | 4.5% | |
| MassMutual General Account | Other securities | — | $276K | $293K | 4.1% | |
| Allspring Funds Allspring Special Mid Cap Value R6 | Other securities | — | $293K | $269K | 3.7% | |
| T. ROWE US MID CAP GRW EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | $254K | $263K | 3.6% | |
| Franklin Templeton Franklin Smal Cap Value R6 | Mutual Funds | — | $248K | $240K | 3.3% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | $194K | $199K | 2.7% | |
| Invesco Developing Markets R6 | Mutual Funds | — | $142K | $138K | 1.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $113K | $119K | 1.6% | |
| Great Gray Index Select Aggressive 2055 Fund CL I | Other securities | — | $50K | $49K | 0.7% | |
| INDEXSELECT AGG 2055 FUND CL I GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $49K | 0.7% | |
| Empower Annuity Insurance Company E I Fixed Account - Series Class VI | Common Stocks | — | $32K | $32K | 0.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $32K | $31K | 0.4% | |
| Oakmark Equity and Income R6 | Other securities | — | $11K | $11K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | $9K | $8K | 0.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $5K | $5K | <0.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $4K | $4K | <0.1% | |
| Great Gray Index Select Moderate 2065 Fund CL I | Other securities | — | $2K | $2K | <0.1% | |
| INDEXSELECT MOD 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $2K | <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 |
|---|---|---|---|---|---|
| BPAS SERVICES, LLC | 16-1616474 | — | CONTRACT ADMIN | $0 | — |
| LIFETIME BENEFIT SOLUTIONS | 16-1171765 | — | CONTRACT ADMIN | $0 | — |
