Karel Gomez signed Draftpros, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Draftpros, LLC's EIN is 61-1795374.
Download the official 2024 Form 5500 (PDF) for Draftpros, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Draftpros, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Growt Opps Registered Investment Companies | Mutual Funds | — | — | $1.9M | 14.4% | |
| Fidelity 500 Index Registered Investment Companies | Common Collective Trusts | — | — | $1.7M | 12.3% | |
| Putnam Dynamic Asset Allocation Bal R6 Registered Investment Companies | Mutual Funds | — | — | $843K | 6.3% | |
| Columbia Dividend Income Instl 3 Registered Investment Companies | Other securities | — | — | $813K | 6.0% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $689K | 5.1% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $683K | 5.1% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $678K | 5.0% | |
| Federated Hermes Mdt Mid Cap Growth R6 Registered Investment Companies | Other securities | — | — | $645K | 4.8% | |
| Allspring Core Plus Bond R6 Registered Investment Companies | Other securities | — | — | $639K | 4.7% | |
| Fidelity International Index Registered Investment Companies | Mutual Funds | — | — | $618K | 4.6% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $552K | 4.1% | |
| John Hancock Disciplined Value MidCap R6 Registered Investment Companies | Other securities | — | — | $432K | 3.2% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $406K | 3.0% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $357K | 2.7% | |
| Participant loans Interest Rates (5.25% to 10.50%) | Bonds / Notes | — | — | $284K | 2.1% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $269K | 2.0% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $261K | 1.9% | |
| Amerian Fund New World R6 Registered Investment Companies | Other securities | — | — | $200K | 1.5% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $200K | 1.5% | |
| Allspring Small Compnay Growth R6 Registered Investment Companies | Other securities | — | — | $164K | 1.2% | |
| MFS International Equity Registered Investment Companies | Mutual Funds | — | — | $163K | 1.2% | |
| Fidelity Mid Cap Index Registered Investment Companies | Mutual Funds | — | — | $144K | 1.1% | |
| EI Fixed Account - Series Class II Insurance contract | Other securities | — | — | $132K | 1.0% | |
| Fidelity Small Cap Index Registered Investment Companies | Mutual Funds | — | — | $111K | 0.8% | |
| PIMCO RAE US Small Instl Registered Investment Companies | Mutual Funds | — | — | $94K | 0.7% | |
| Cohen & Steers Realestate Securities Registered Investment Companies | Other securities | — | — | $94K | 0.7% | |
| American Century Inflation ADJ Bond R6 Registered Investment Companies | Other securities | — | — | $89K | 0.7% | |
| American Funds American HI Inc TR R6 Registered Investment Companies | Mutual Funds | — | — | $88K | 0.7% | |
| Fidelity Bond Index Registered Investment Companies | Mutual Funds | — | — | $86K | 0.6% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $42K | 0.3% | |
| Columbia Contrarian Core Instl 3 Registered Investment Companies | Other securities | — | — | $28K | 0.2% | |
| PIMCO Income Instl Registered Investment Companies | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds Bond Fund Amer R6 Registered Investment Companies | Mutual Funds | — | — | $14K | 0.1% | |
| PIMCO Commodities Plus Strategy Registered Investment Companies | Mutual Funds | — | — | $13K | <0.1% | |
| Interest-bearing cash account | Cash / Money Market | — | — | $11K | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R EMPOWER · EIN 81-1950980 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK U.S. DEBT INDEX FD R EMPOWER · EIN 20-3802445 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL GROWTH FUND CL R EMPOWER · EIN 26-3783561 / PN 000 | 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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $11K | — |
| LWM ADVISORY SERVICESS LLC | — | PLANTATION, FL | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $4K | — |
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | CONTRACT ADMIN | $1K | — |
