Douglas B. Turner signed Control Southern Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Control Southern Inc.'s EIN is 58-0807099.
Download the official 2024 Form 5500 (PDF) for Control Southern Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Control Southern Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $91K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT 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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX 34,292.441 # | Common Collective Trusts | — | — | $7.0M | 14.3% | |
| SCHWAB SDB # | Mutual Funds | — | — | $4.6M | 9.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $3.7M | 7.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $3.3M | 6.6% | |
| AB US LARGE CAP GROWTH CIT W SERS R GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.9M | 5.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.8M | 5.7% | |
| EI FIXED ACCOUNT - SERIES CLASS VI # | Other securities | — | — | $2.5M | 5.1% | |
| FIDELITY TOTAL MARKET INDEX 15,009.429 # | Common Collective Trusts | — | — | $2.4M | 4.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $2.2M | 4.5% | |
| FIDELITY MID CAP INDEX 56,938.722 # | Mutual Funds | — | — | $1.9M | 3.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| DODGE & COX STOCK X 6,508.981 # | Mutual Funds | — | — | $1.7M | 3.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| FIDELITY TOTAL INTERNATIONAL INDEX 110,329.190 # | Mutual Funds | — | — | $1.5M | 3.0% | |
| MFS NEW DISCOVERY VALUE R6 71,441.584 # | Mutual Funds | — | — | $1.3M | 2.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| FIDELITY US BOND INDEX 115,505.500 # | Mutual Funds | — | — | $1.2M | 2.4% | |
| FIDELITY SMALL CAP INDEX 36,603.226 # | Mutual Funds | — | — | $1.0M | 2.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $939K | 1.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $878K | 1.8% | |
| ADMIRAL AB SMALL CAP GROWTH Z 10,801.709 # | Other securities | — | — | $798K | 1.6% | |
| DODGE & COX INCOME X 37,125.581 # | Mutual Funds | — | — | $460K | 0.9% | |
| INVESCO DEVELOPING MARKETS R6 9,786.471 # | Mutual Funds | — | — | $372K | 0.8% | |
| BLACKROCK INFLATION PRTED BD BLACKROCK KBPLBX 30,228.011 # | Other securities | — | — | $286K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $203K | 0.4% | |
| SCHWAB SDB ROTH # | Mutual Funds | — | — | $194K | 0.4% | |
| MFS INTL DIVERSIFICATION R6 7,992.609 # | Mutual Funds | — | — | $183K | 0.4% | |
| PIMCO INCOME INSTL 13,869.164 # | Mutual Funds | — | — | $146K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $120K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z 3,975.398 # | Other securities | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $39K |
| — |
