Plan Sponsor signed Beyond Housing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beyond Housing, Inc.'s EIN is 51-0179471.
Download the official 2024 Form 5500 (PDF) for Beyond Housing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beyond Housing, Inc.'s plan includes 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Empower Fixed Account | Other securities | — | — | $754K | 23.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $492K | 15.2% | |
| Empower Lifetime 2040 Fund | Other securities | — | — | $434K | 13.4% | |
| Empower Lifetime 2025 Fund 884 * Empower Lifetime 2030 Fund | Other securities | — | — | $356K | 11.0% | |
| MFS Growth Fund Class | Mutual Funds | — | — | $269K | 8.3% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $179K | 5.5% | |
| Empower Lifetime 2045 Fund | Other securities | — | — | $108K | 3.3% | |
| Empower Lifetime 2055 Fund | Other securities | — | — | $85K | 2.6% | |
| Empower Lifetime 2050 Fund | Other securities | — | — | $85K | 2.6% | |
| Empower Lifetime 2060 Fund | Other securities | — | — | $82K | 2.5% | |
| Participants Participant Loans Rates at 5.85 - 9.50% - | Bonds / Notes | — | — | $63K | 1.9% | |
| Allspring Core Bond Fund R6 3 Blackrock High Yield Portfolio Fund 273 ClearBridge Small Cap Growth Fund | Other securities | — | — | $60K | 1.8% | |
| Undiscovered Managers Behavioral Value Fund Class | Other securities | — | — | $59K | 1.8% | |
| Empower Lifetime 2035 Fund | Other securities | — | — | $45K | 1.4% | |
| Empower Lifetime 2015 Fund 16 * Empower Lifetime 2020 Fund | Other securities | — | — | $40K | 1.2% | |
| T.Rowe Price Balanced I Class | Other securities | — | — | $38K | 1.2% | |
| PGIM Total Return Bond | Other securities | — | — | $31K | 0.9% | |
| Fidelity Emerging Markets 481 Fidelity Inflation Protected Bond Index 143 Fidelity International Index | Mutual Funds | — | — | $27K | 0.8% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $18K | 0.6% | |
| American Funds International Growth and Income Fund | Mutual Funds | — | — | $17K | 0.5% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $5K | 0.2% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $2K | <0.1% | |
| SEPERATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $659 | — |
