Melissa Harbourne signed CMG Mortgage, Inc. DBA CMG Financial's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CMG Mortgage, Inc. DBA CMG Financial's EIN is 68-0309242.
Download the official 2024 Form 5500 (PDF) for CMG Mortgage, Inc. DBA CMG Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CMG Mortgage, Inc. DBA CMG Financial's plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
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 | $307K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $69K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
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 Mutual Funds | Common Collective Trusts | — | — | $26.6M | 16.3% | |
| FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $13.9M | 8.5% | |
| FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $12.7M | 7.8% | |
| similar party Investment Value Alger Focus Equity Mutual Funds | Other securities | — | — | $11.0M | 6.7% | |
| FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $10.4M | 6.3% | |
| FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $9.3M | 5.7% | |
| FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $7.8M | 4.7% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $6.5M | 4.0% | |
| FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $6.1M | 3.7% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $5.6M | 3.4% | |
| FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $4.9M | 3.0% | |
| Participant Loans 459 loans; 4.25%-9.50% | Bonds / Notes | — | — | $4.8M | 2.9% | |
| Fidelity Total Bond Mutual Funds | Mutual Funds | — | — | $4.5M | 2.8% | |
| AF American Mutual Funds | Other securities | — | — | $4.4M | 2.7% | |
| FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $4.3M | 2.6% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $4.2M | 2.5% | |
| DFA Large Cap Intl Mutual Funds | Mutual Funds | — | — | $3.9M | 2.4% | |
| EI Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $3.3M | 2.0% | |
| Baird Interm Bd Mutual Funds | Other securities | — | — | $2.7M | 1.7% | |
| AF New World Mutual Funds | Other securities | — | — | $2.5M | 1.5% | |
| Fidelity Real Estate Index Mutual Funds | Mutual Funds | — | — | $1.9M | 1.2% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | Mutual Funds | — | — | $1.8M | 1.1% | |
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| FID FRDM BLEND INC H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| GG Franklin Small Cap Value Collective Investment Trust | Common Collective Trusts | — | — | $1.2M | 0.7% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| Invs Discovery Mutual Funds | Other securities | — | — | $1.1M | 0.7% | |
| Pimco Intl Bond US$H Mutual Funds | Mutual Funds | — | — | $1.1M | 0.7% | |
| Fidelity Govt MMkt Money Market Fund | Mutual Funds | — | — | $719K | 0.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $324K | 0.2% | |
| FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $21K | <0.1% | |
| FID FRDM BLND 2010 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $4K | <0.1% | |
| FID FRDM BLND 2015 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139586 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS,LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $35K | — |
