Taylor Smith signed Contec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contec, Inc.'s EIN is 57-0877605.
Download the official 2024 Form 5500 (PDF) for Contec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contec, 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 | $54K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS 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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K | Common Collective Trusts | — | — | $5.7M | 12.3% | |
| T. Rowe Price Instl Large Cap Core Gr | Other securities | — | — | $3.8M | 8.2% | |
| Hartford Balanced Income Y | Other securities | — | — | $3.4M | 7.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $3.3M | 7.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.1M | 6.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $3.1M | 6.6% | |
| Empower Annuity Insurance Company of America Guaranteed Investment Contract | Stable Value | — | — | $2.9M | 6.1% | |
| Doubleline Funds Core Fixed Income I | Other securities | — | — | $1.5M | 3.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| Ishares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $1.4M | 3.0% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.3M | 2.8% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $1.3M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Allspring Smid Cap Growth R6 | Other securities | — | — | $1.1M | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $999K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $990K | 2.1% | |
| American Beacon Global Bond Z | Other securities | — | — | $973K | 2.1% | |
| Goldman Sachs Small Cap Gr Insghts R6 | Other securities | — | — | $952K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $881K | 1.9% | |
| Dfa Emerging Markets Small Cap I | Mutual Funds | — | — | $824K | 1.8% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $770K | 1.6% | |
| Fidelity Advisor Intl Capital App I | Mutual Funds | — | — | $724K | 1.5% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $453K | 1.0% | |
| Janus Henderson Small Cap Value I | Mutual Funds | — | — | $430K | 0.9% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $201K | 0.4% | |
| Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $88K |
| — |
