Renae Bagley signed Teamcraft Roofing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teamcraft Roofing's EIN is 56-1986226.
Download the official 2024 Form 5500 (PDF) for Teamcraft Roofing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamcraft Roofing's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCOLLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $10K |
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 | — | — | $3.7M | 66.1% | |
| [Assets held in common collective trust] | Other | — | — | $1.3M | 23.4% | |
| COTA ST MNGD EQUITY ACCUM GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $493K | 8.8% | |
| COTA ST MNGD EQUITY DECUM GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $333K | 5.9% | |
| COTA ST MNGD BLEND DECUMULATION I GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $230K | 4.1% | |
| COTA ST MNGD BLEND ACCUM I GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $207K | 3.7% | |
| [Assets held in participant loans] | Other | — | — | $142K | 2.5% | |
| BLACKROCK RUSSELL 1000 INDEX FEE CL GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $45K | 0.8% | |
| COTA ST MNGD FIXED INCOME DECUM I GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $4K | <0.1% | |
| COTA ST MNGD FIXED INCOME ACC I GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $473 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FEE GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $246 | <0.1% |
| — |
| WORLD INVESTMENT ADVISORS LLC | 26-1958084 | SANTA BARBARA, CA | INV ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS2 ADMINISTRATORS LLC | 92-1664169 | MERIDIAN, ID | THIRD PARTY ADMINISTRATO | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INV MNGT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $3K | — |
