Downtown Business Improvement District Corporation's EIN is 52-2053279.
Download the official 2024 Form 5500 (PDF) for Downtown Business Improvement District Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Downtown Business Improvement District Corporation'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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP | 84-0467907 | — | INV MGR | $1K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fully Benefit Responsive Investment Contract * Principal Life Insurance Principal Guaranteed Option N/R | Other securities | — | — | $2.3M | 25.8% | |
| s * Principal Global Investors Principal Core Fixed Income Separate N/R | Pooled Separate Accounts | — | — | $1.9M | 21.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.9M | 21.5% | |
| Fund TIAA-CREF Large-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $790K | 9.0% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $765K | 8.8% | |
| TIAA-CREF Large-Cap Growth Index N/R | Mutual Funds | — | — | $691K | 7.9% | |
| Fund Fidelity US Bond Index N/R 321 Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $383K | 4.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $369K | 4.2% | |
| Fidelity Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $363K | 4.2% | |
| Goldman Sachs Goldman Sachs GQG Partners N/R 190 International Opportunities Fund PIMCO RAE US Small Fund N/R | Mutual Funds | — | — | $287K | 3.3% | |
| Brandywine GLOBAL Corporate Credit N/R | Other securities | — | — | $273K | 3.1% | |
| Fidelity Small Cap Growth Fund N/R | Mutual Funds | — | — | $238K | 2.7% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $218K | 2.5% | |
| Fidelity Real Estate Index Fund N/R | Common Collective Trusts | — | — | $187K | 2.1% | |
| Blackrock Liquidity Fed Fund N/R | Mutual Funds | — | — | $11K | 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVEST ADVISOR | $17K | — |
