Dawna Hannan signed Conterra Ultra Broadband, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conterra Ultra Broadband, LLC's EIN is 58-2615152.
Download the official 2024 Form 5500 (PDF) for Conterra Ultra Broadband, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conterra Ultra Broadband, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $2.9M | 12.6% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $2.1M | 9.0% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $2.0M | 8.6% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.9M | 8.3% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $1.7M | 7.3% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $1.6M | 6.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| CLEARBRIDGE GROWTH FUND - IS | Registered Investment Companies | — | — | $1.3M | 5.8% | |
| JPM SMART RET BLEND 2055 R6 | Registered Investment Companies | — | — | $1.2M | 5.1% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $927K | 4.0% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $829K | 3.6% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $479K | 2.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $433K | 1.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $387K | 1.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $371K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $364K | 1.6% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $260K | 1.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $241K | 1.0% | |
| INVESCO EQV EM MKTS ALL CAP R6 | Registered Investment Companies | — | — | $228K | 1.0% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $211K | 0.9% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $196K | 0.9% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $184K | 0.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $163K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $142K | 0.6% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $141K | 0.6% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $128K | 0.6% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $117K | 0.5% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $112K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $91K | 0.4% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $85K | 0.4% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $79K | 0.3% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $71K | 0.3% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $48K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $60K |
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