AMY Herbst signed Special Olympics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Special Olympics, Inc.'s EIN is 52-0889518.
Download the official 2024 Form 5500 (PDF) for Special Olympics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Special Olympics, Inc.'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $7.2M | 33.8% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $2.3M | 11.1% | |
| LARGE CAP GROWTH III CL I1 GREAT GRAY · EIN 38-7275327 / PN 000 | Common Collective Trust | — | — | $2.3M | 10.7% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 6.5% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $872K | 4.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $669K | 3.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $572K | 2.7% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 000 | Common Collective Trust | — | — | $401K | 1.9% | |
| MassMutual Money Market Fund 284 BlackRock Advisors LLC High Yield Bond K | Cash / Money Market | — | — | $370K | 1.7% | |
| JP Morgan US Equity R6 | Other securities | — | — | $207K | 1.0% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $180K | 0.9% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $103K | 0.5% | |
| DFA MTD Small Cap Growth | Mutual Funds | — | — | $73K | 0.3% | |
| Columbia Small Cap Value Fund II Instl | Other securities | — | — | $59K | 0.3% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $53K | 0.3% | |
| Calvert US Large Cap Core Resp Index Fund Cl | Common Collective Trusts | — | — | $40K | 0.2% | |
| TIAA-CREF Social Choice International Equity | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA-CREF Core Impact Bond Instl | U.S. Treasuries | — | — | $2K | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | 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.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $43K |
| — |
