Michael Tatman signed Cardinal Senior Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cardinal Senior Management LLC's EIN is 47-3686652.
Download the official 2024 Form 5500 (PDF) for Cardinal Senior Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cardinal Senior Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $592 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVAN TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $146K | 15.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $122K | 12.6% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $116K | 12.0% | |
| PUTNAM RETIREMENT ADVAN TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $104K | 10.7% | |
| PUTNAM RETIREMENT ADVAN TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $97K | 10.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $90K | 9.3% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $86K | 8.9% | |
| PUTNAM RETIREMENT ADVAN TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $49K | 5.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $35K | 3.6% | |
| PUTNAM RETIREMENT AVAN TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $30K | 3.1% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $26K | 2.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $19K | 1.9% | |
| MFS RESEARCH INTERNATIONAL R6 | Mutual Funds | — | — | $16K | 1.6% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST | Other securities | — | — | $7K | 0.7% | |
| FEDERATED HERMES TOTAL RETURN BOND R6 | Other securities | — | — | $6K | 0.6% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE K | Other securities | — | — | $5K | 0.5% | |
| JANUS HENDERSON DEVELOPED WORLD BOND N * 238 Empower Annuity Insurance Company of America Unallocated contract - KEY GUARANTEED PORTFOLIO FUND | Mutual Funds | — | — | $4K | 0.4% | |
| Empower Trust Company, LLC AMERICAN CENTURY MID CAP VALUE R6 | Common Stocks | — | — | $3K | 0.3% | |
| JANUS HENDERSON BALANCED N * 318 MFS GLOBAL REAL ESTATE R6 | Mutual Funds | — | — | $2K | 0.2% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $1K | 0.1% | |
| MFS VALUE R6 | Mutual Funds | — | — | $1K | 0.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $234 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | — | WEXFORD, PA | CONTRACT ADMIN | $1K | — |
