Bradley Kramer signed Caerus Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caerus Corp.'s EIN is 47-4718357.
Download the official 2024 Form 5500 (PDF) for Caerus Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caerus Corp.'s plan includes 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.7M | 98.4% | |
| Fidelity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $275K | 15.5% | |
| Amerfds 2060 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $246K | 13.9% | |
| Amerfds 2045 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $178K | 10.1% | |
| Amerfds 2065 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $154K | 8.7% | |
| Amerfds 2035 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $139K | 7.8% | |
| Amerfds 2050 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $124K | 7.0% | |
| Amerfds 2055 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $88K | 5.0% | |
| Nyli Winslow LC Gr R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $70K | 3.9% | |
| Amerfds 2025 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $61K | 3.4% | |
| Amerfds 2070 Trgt Date Ret R6 Pooled Separate Account ** 119 * Amerfds 2030 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $54K | 3.0% | |
| Pgim Jenn Midcap Grth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $52K | 3.0% | |
| Fidelity SM Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 2.7% | |
| MFS Val R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $38K | 2.2% | |
| Amerfds 2040 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $37K | 2.1% | |
| MFS Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $33K | 1.9% | |
| Amerfds Europac Grth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | 1.6% | |
| Fidelity Midcap Idx Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.9% | |
| Pgim Total Return Bond R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.9% | |
| Amerfds New World R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.9% | |
| Dfa Intl Small Company I Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.6% | |
| Vanguard Value Index Adm Pooled Separate Account ** 24 * Columbia Overseas Value I3 Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.5% | |
| Amerfds 2015 Trgt Date Ret R6 Pooled Separate Account ** 277 * Amerfds 2020 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.5% | |
| Vanguard Explorer Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.5% | |
| AUL Stable Value Account Guranteed Investment Contract | Stable Value | — | — | $8K | 0.4% | |
| AB Global Bond Z Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | 0.4% | |
| Fidelity Intl Index Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | 0.4% | |
| Amerfds Cap World Grth&Inc R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | 0.4% | |
| Amercent Midcap Val R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| Amerfds 2010 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| Allspring Spec SM Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Dfa Infla-Prot Securities I Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Vanguard Growth Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
