SENA Landey signed Point University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point University's EIN is 58-6044761.
Download the official 2024 Form 5500 (PDF) for Point University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point University's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 48.3% | |
| Empower Trust Company Vanguard Interm-Term Bond Index Admiral Shares | Mutual Funds | — | — | $676K | 9.6% | |
| Empower Trust Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $410K | 5.8% | |
| Empower Trust Company Nuveen Large-Cap Growth Index R6 | Mutual Funds | — | — | $273K | 3.9% | |
| Empower Trust Company State Street Global Equity Index Non-Lending Series Fund | Common Collective Trusts | — | — | $204K | 2.9% | |
| STATE ST GBL EQ INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $204K | 2.9% | |
| Empower Trust Company Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $199K | 2.8% | |
| Empower Trust Company Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $184K | 2.6% | |
| Empower Trust Company Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $171K | 2.4% | |
| Participant Loans Interest Rates of 4.25% to 9.50%, varying maturities - | Bonds / Notes | — | — | $152K | 2.2% | |
| Empower Trust Company Vanguard Value Index Admiral Shares | Mutual Funds | — | — | $127K | 1.8% | |
| Empower Trust Company Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $114K | 1.6% | |
| Empower Trust Company Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $112K | 1.6% | |
| Empower Trust Company Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $107K | 1.5% | |
| Empower Trust Company Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $105K | 1.5% | |
| Empower Trust Company Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $101K | 1.4% | |
| Empower Trust Company Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $100K | 1.4% | |
| Empower Trust Company Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | — | $88K | 1.3% | |
| Empower Trust Company Vanguard Tax-Managed Small Cap Fund Admiral Shares | Mutual Funds | — | — | $77K | 1.1% | |
| Empower Trust Company Vanguard Inflation Protected Securities | Mutual Funds | — | — | $69K | 1.0% | |
| Empower Trust Company Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | — | $66K | 0.9% | |
| Empower Trust Company Vanguard Target Retirement 2030 Fund Investor Shares | Mutual Funds | — | — | $63K | 0.9% | |
| Empower Trust Company Vanguard Target Retirement 2025 Fund Investor Shares | Mutual Funds | — | — | $49K | 0.7% | |
| Empower Trust Company Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $44K | 0.6% | |
| Empower Trust Company Vanguard Target Retirement 2020 Fund Investor Shares | Mutual Funds | — | — | $29K | 0.4% | |
| Empower Trust Company Vanguard Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $27K | 0.4% | |
| Empower Trust Company DFA International Social Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $21K | 0.3% | |
| Empower Trust Company Vanguard Target Retirement Income Fund Investor Shares | Mutual Funds | — | — | $19K | 0.3% | |
| Empower Trust Company Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $16K | 0.2% | |
| Empower Trust Company Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | — | $13K | 0.2% | |
| Empower Trust Company Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $25K |
| — |
