Kelly Overstreet signed Blueprint Automation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blueprint Automation, Inc.'s EIN is 54-1401039.
Download the official 2024 Form 5500 (PDF) for Blueprint Automation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blueprint Automation, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $34.1M | 93.0% | |
| PUTNAM RETIREMENT ADV TRST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| PUTNAM RETIREMENT ADV TRST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| PUTNAM RETIREMENT ADV TRST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $952K | 2.6% | |
| PUTNAM RETIREMENT ADV TRST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $803K | 2.2% | |
| PUTNAM RETIREMENT ADV TRST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $763K | 2.1% | |
| PUTNAM RETIREMENT ADV TRST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $420K | 1.1% | |
| PUTNAM RETIREMENT ADV TRST MAT I PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $392K | 1.1% | |
| PUTNAM RETIREMENT ADV TRST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $388K | 1.1% | |
| PUTNAM RETIREMENT ADV TRST 2065 I PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $258K | 0.7% | |
| PUTNAM RETIREMENT ADV TRST 2025 I PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $132K | 0.4% |
| — |
| PHILADELPHIA, PA |
| INVESTMENT ADVISOR |
| $68K |
| — |
