Charley Smith signed Thompson, Ventulett, Stainback & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompson, Ventulett, Stainback & Associates, Inc.'s EIN is 58-1274188.
Download the official 2024 Form 5500 (PDF) for Thompson, Ventulett, Stainback & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompson, Ventulett, Stainback & Associates, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $5.5M | 25.9% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.6M | 16.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.6M | 16.9% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.5M | 6.9% | |
| JPMorgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $1.1M | 5.2% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $808K | 3.8% | |
| JPMorgan U.S. Value R6 Mutual fund | Other securities | — | — | $556K | 2.6% | |
| Invesco Core Bond R6 Mutual fund | Mutual Funds | — | — | $451K | 2.1% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $402K | 1.9% | |
| Putnam Stable Value Fund Stable value fund | Stable Value | — | — | $247K | 1.2% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $247K | 1.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $211K | 1.0% | |
| Fidelity Advisor International Cap App Z Mutual fund | Mutual Funds | — | — | $206K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | Other securities | — | — | $179K | 0.8% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $171K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $154K | 0.7% | |
| Cohen & Steers Real Estate Securities Z Mutual fund | Other securities | — | — | $143K | 0.7% | |
| iShares Russell 2000 Small-Cap Index K Mutual fund | Common Collective Trusts | — | — | $128K | 0.6% | |
| American Century Mid Cap Value R6 Mutual fund | Other securities | — | — | $102K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $45K | 0.2% | |
| Fidelity Advisor Small Cap Growth Z Mutual fund | Mutual Funds | — | — | $44K | 0.2% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual fund | Other securities | — | — | $23K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $17K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl Mutual fund | Mutual Funds | — | — | $14K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
