Sheree Quarles signed CARD-Monroe Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CARD-Monroe Corp.'s EIN is 62-1111183.
Download the official 2024 Form 5500 (PDF) for CARD-Monroe Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CARD-Monroe Corp.'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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, 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 | Common Collective Trusts | — | — | $4.6M | 22.0% | |
| Touchstone Mid-Cap R6 | Other securities | — | — | $1.9M | 9.3% | |
| AB Large-Cap Growth Z | Other securities | — | — | $1.9M | 8.9% | |
| EI Fixed Account Series Class II | Other securities | — | — | $1.7M | 8.0% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.3% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $912K | 4.4% | |
| MFS International Diversification R3 | Mutual Funds | — | — | $911K | 4.4% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $881K | 4.2% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $849K | 4.1% | |
| Vanguard Information Technology Idx Adm | Common Collective Trusts | — | — | $642K | 3.1% | |
| MFS Value R6 | Mutual Funds | — | — | $591K | 2.8% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $589K | 2.8% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $479K | 2.3% | |
| Tweedy Browne International Value | Other securities | — | — | $412K | 2.0% | |
| Allspring Special Mid-Cap Value A | Other securities | — | — | $378K | 1.8% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $327K | 1.6% | |
| Vanguard Small-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $326K | 1.6% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $288K | 1.4% | |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $181K | 0.9% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $161K | 0.8% | |
| Macquire Mid Cap Growth Y | Other securities | — | — | $149K | 0.7% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $134K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $86K | 0.4% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $60K | 0.3% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $57K | 0.3% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | 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.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $19K |
| — |
