CORY Dowers signed 899210-01 Nextep, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
899210-01 Nextep, Inc.'s EIN is 73-1543198.
Download the official 2024 Form 5500 (PDF) for 899210-01 Nextep, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)899210-01 Nextep, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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. COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $64K | — |
| MMLIS |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $82.8M | 14.6% | |
| INDEX SELECT MOD 2035 FD CL R6 AST WILMINGTON TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $81.7M | 14.4% | |
| Reliance Trust Company Moderate 2035 Fund | Common Stocks | — | — | $81.7M | 14.4% | |
| Reliance Trust Company Moderate 2045 Fund | Common Stocks | — | — | $59.4M | 10.5% | |
| INDEX SELECT MOD 2045 FUND CL R6 AST WILMINGTON TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $59.4M | 10.5% | |
| Reliance Trust Company Moderate 2055 Fund | Common Stocks | — | — | $53.3M | 9.4% | |
| INDEX SELECT MOD 2055 FUND CL R6 AST WILMINGTON TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $53.3M | 9.4% | |
| INDEX SELECTMOD RETIRE FD CL R6 AST WILMINGTON TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $51.2M | 9.0% | |
| Reliance Trust Company Moderate Retirement Fund | Common Stocks | — | — | $51.2M | 9.0% | |
| JPMorgan Investment Management Large Cap Growth Fund | Other securities | — | — | $24.4M | 4.3% | |
| Mass Mutual SAGIC Diversified Bond I | Other securities | — | — | $16.8M | 3.0% | |
| Reliance Trust Company Conservative 2035 Fund | Common Stocks | — | — | $16.2M | 2.9% | |
| INDEX SELECT CONSER 2035 FD CL R6 AST WILMINGTON TRUST · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $16.2M | 2.9% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $13.4M | 2.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $11.5M | 2.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $10.8M | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $10.3M | 1.8% | |
| Reliance Trust Company Conservative 2045 Fund | Common Stocks | — | — | $10.0M | 1.8% | |
| INDEX SELECT CONSERV 2045 FD CL R6 AST WILMINGTON TRUST · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $10.0M | 1.8% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $9.8M | 1.7% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $9.2M | 1.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $8.5M | 1.5% | |
| Reliance Trust Company Aggressive 2035 Fund | Common Stocks | — | — | $8.0M | 1.4% | |
| INDEX SELECT AGG 2035 FUND CL R6 AST WILMINGTON TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $8.0M | 1.4% | |
| Reliance Trust Company Conservative 2055 Fund | Common Stocks | — | — | $7.8M | 1.4% | |
| INDEX SELECT CONSER 2055 FD CL R6 AST WILMINGTON TRUST · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $7.8M | 1.4% | |
| Reliance Trust Company Aggressive 2055 Fund | Common Stocks | — | — | $7.7M | 1.4% | |
| INDEX SELECT AGG 2055 FD CL R6 AST WILMINGTON TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $7.7M | 1.4% | |
| Mass Mutual US Government Money Market Fund | Cash / Money Market | — | — | $7.1M | 1.2% | |
| due at various dates through June 2052 | Other securities | — | — | $6.7M | 1.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $6.6M | 1.2% | |
| Reliance Trust Company Aggressive 2045 Fund | Common Stocks | — | — | $6.0M | 1.1% | |
| INDEX SELECT AGG 2045 FUND CL R6 AST WILMINGTON TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $6.0M | 1.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $5.8M | 1.0% | |
| Mass Mutual Inflation-Protected and Income Fund | Other securities | — | — | $5.2M | 0.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $5.0M | 0.9% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $4.3M | 0.8% | |
| Capital Group EuroPacific Growth Fund | Common Stocks | — | — | $3.7M | 0.7% | |
| Reliance Trust Company Conservative Retirement Fund | Common Stocks | — | — | $3.4M | 0.6% | |
| INDEX SELECT AGGR RET FUND CL R6 AST WILMINGTON TRUST · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $3.3M | 0.6% | |
| BlackRock Natural Resources Fund | Other securities | — | — | $2.9M | 0.5% | |
| Putnam Global Health Care Fund | Mutual Funds | — | — | $2.6M | 0.5% | |
| Reliance Trust Company Aggressive Retirement Fund | Common Stocks | — | — | $2.5M | 0.4% | |
| INDEX SELECT AGG RETIRE FUND CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| Charles Schwab SDB | Mutual Funds | — | — | $1.7M | 0.3% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $352K | <0.1% | |
| American Funds EuroPacific Fund | Mutual Funds | — | — | $93K | <0.1% | |
| Mass Mutual Mid Cap Growth Fund | Other securities | — | — | $45K | <0.1% | |
| Charles Schwab SDB Roth | Mutual Funds | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXTEP INC | — | NORMAN, OK | PLAN ADMINISTRATOR | $506K | — |
