Conner & Winters, LLP's EIN is 73-1388566.
Download the official 2024 Form 5500 (PDF) for Conner & Winters, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conner & Winters, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SVC | 86-0588303 | — | NONE | $17K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $28.9M | 29.6% | |
| Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $23.3M | 23.9% | |
| GOLDMAN SACHS STABLE VALUE INST CL1 GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10.9M | 11.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $8.2M | 8.4% | |
| Fidelity Index 2035 Instl | Mutual Funds | — | — | $3.7M | 3.8% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $3.6M | 3.7% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $3.1M | 3.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $2.3M | 2.4% | |
| Fidelity Freedom Index 2030 Instl | Mutual Funds | — | — | $2.0M | 2.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 1.8% | |
| Fidelity Freedom Index 2040 Instl | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2025 Instl | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2045 Instl | Mutual Funds | — | — | $1.5M | 1.6% | |
| Fidelity Freedom Index 2050 Instl | Mutual Funds | — | — | $1.4M | 1.4% | |
| Fidelity Freedom Index Inc Instl | Mutual Funds | — | — | $793K | 0.8% | |
| Fidelity Freedom Index 2020 Instl | Mutual Funds | — | — | $646K | 0.7% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $417K | 0.4% | |
| HARBOR CAPITAL APPRECIATION CIT 5 HARBOR COLLECTIVE INVESTMENT TRUST · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $342K | 0.4% | |
| PIMCO RAE US CIT FOUNDERS PIMCO COLLECTIVE INVESTMENT TRUST · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $199K | 0.2% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $176K | 0.2% | |
| Fidelity Freedom Index 2055 Instl | Mutual Funds | — | — | $143K | 0.1% | |
| Franklin Small Cap Growth | Mutual Funds | — | — | $124K | 0.1% | |
| Fidelity Freedom Index 2010 Instl | Mutual Funds | — | — | $89K | <0.1% | |
| Notes receivable from participants Various maturity dates through 2053, interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $75K | <0.1% | |
| Fidelity Freedom Index 2015 Instl | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity Freedom Index 2060 Instl | Mutual Funds | — | — | $23K | <0.1% |
