CPM PR, LLC's EIN is 66-0532683.
Download the official 2024 Form 5500 (PDF) for CPM PR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPM PR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| 1FBGKX | Other securities | — | $1.2M | $1.3M | 12.7% | |
| 1FXAIX | Other securities | — | $1.2M | $1.2M | 12.3% | |
| 1PAEEX | Other securities | — | $1.2M | $1.1M | 11.3% | |
| 1GSIYX | Other securities | — | $1.2M | $1.0M | 10.4% | |
| 1RANGX | Other securities | — | $944K | $922K | 9.2% | |
| 1BMSYX | Other securities | — | $1.0M | $901K | 9.0% | |
| 1PLCVTI | Other securities | — | $871K | $857K | 8.6% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $857K | 8.6% | |
| 1PRKGPF | Other securities | — | $516K | $558K | 5.6% | |
| 1RMDUX | Other securities | — | $384K | $381K | 3.8% | |
| 1SSHQX1 | Other securities | — | $286K | $302K | 3.0% | |
| 1WTA25I | Other securities | — | $233K | $233K | 2.3% | |
| GREAT GRAY TRUST AMER FUNDS 2025 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $233K | 2.3% | |
| 1PMJIX | Other securities | — | $201K | $202K | 2.0% | |
| 1WTA20I | Other securities | — | $190K | $191K | 1.9% | |
| GREAT GRAY TRUST AMER FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $191K | 1.9% | |
| PARTICIPANT LOANS | Participant loans | — | $160K | $160K | 1.6% | |
| 1WTA50I | Other securities | — | $98K | $99K | 1.0% | |
| GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $99K | 1.0% | |
| 1VSCRX | Other securities | — | $97K | $96K | 1.0% | |
| 1VVOSX | Other securities | — | $100K | $95K | 0.9% | |
| 1WTA45I | Other securities | — | $94K | $94K | 0.9% | |
| GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $94K | 0.9% | |
| 1WTA40I | Other securities | — | $56K | $56K | 0.6% | |
| GREAT GRAY TRUST AMER FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $56K | 0.6% | |
| 1WTA30I | Other securities | — | $49K | $49K | 0.5% | |
| GREAT GRAY TRUST AMER FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $49K | 0.5% | |
| 1WTA60I | Other securities | — | $37K | $37K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $37K | 0.4% | |
| 1WTA35I | Other securities | — | $37K | $37K | 0.4% | |
| GREAT GRAY TRUST AMER FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $37K | 0.4% | |
| 1WTA55I | Other securities | — | $25K | $25K | 0.3% | |
| GREAT GRAY TRUST AMER FUNDS 2055 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $25K | 0.3% | |
| FORFEITURES | Other securities | — | $13K | $14K | 0.1% | |
| 1WTA15I | Other securities | — | $9K | $9K | <0.1% | |
| GREAT GRAY TRUST AMER FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $9K | <0.1% | |
| 1WTA65I | Other securities | — | $2K | $2K | <0.1% | |
| GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $2K | <0.1% | |
| PUTNAM S & P 500 INDEX FUND PUTNAM INVESTMENTS · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% |
| ONEDIGITAL INVESTMNET ADVISOR LLC | — | DALLAS, TX | INVESTMENT ADMINISTRATOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLUS INC | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARBONELL & CO. LLP | — | SAN JUAN, PR | AUDITOR | $10K | — |