Nathan Glass signed Future Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Future Technologies, Inc.'s EIN is 54-1646962.
Download the official 2024 Form 5500 (PDF) for Future Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Future Technologies, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.6M | 15.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.6% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.6% | |
| Empower Annuity Insurance Company of * America Guaranteed Portfolio Fund | Common Stocks | — | — | $1.1M | 6.2% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $953K | 5.6% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $869K | 5.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $731K | 4.3% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $728K | 4.3% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $680K | 4.0% | |
| ALTA FEDERATED MDT SMALL CAP CORE GREAT GRAY · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $519K | 3.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $498K | 2.9% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $406K | 2.4% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $391K | 2.3% | |
| PIMCO Investments, LLC PIMCO Income Instl | Mutual Funds | — | — | $323K | 1.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $279K | 1.6% | |
| Dimensional Fund Advisors LP DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $279K | 1.6% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $248K | 1.5% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $240K | 1.4% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $236K | 1.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $169K | 1.0% | |
| PIMCO Investments, LLC PIMCO Int Bond (USD-Hedged) Instl | U.S. Treasuries | — | — | $151K | 0.9% | |
| Participants Participant Loans Rates from 5.25% to 10.50% | Bonds / Notes | — | — | $148K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $143K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $136K | 0.8% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Real Estate Securities Z | Common Stocks | — | — | $127K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $125K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $115K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $89K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $89K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $72K | 0.4% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $17K | <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 |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
