Lauren Lockwood signed Housing and Community Services, Inc. d/b/a Prospera Housing Coummunity's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Housing and Community Services, Inc. d/b/a Prospera Housing Coummunity's EIN is 74-2685268.
Download the official 2024 Form 5500 (PDF) for Housing and Community Services, Inc. d/b/a Prospera Housing Coummunity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Housing and Community Services, Inc. d/b/a Prospera Housing Coummunity'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM 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 | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $1.8M | 35.2% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $1.3M | 25.3% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $857K | 16.6% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $397K | 7.7% | |
| Pgim Jennison Mid Cap Growth R6 Mutual Fund ** 422 * Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $125K | 2.4% | |
| Putnam Small Cap Growth R6 Mutual Fund ** 201 * Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $106K | 2.0% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $83K | 1.6% | |
| MY RETIREMENT PATH MODERATE 2065 R GREAT GRAY · EIN 38-7275339 / PN 001 | Common Collective Trust | — | — | $80K | 1.5% | |
| DFA US Targeted Value I Mutual Fund ** 408 * Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $54K | 1.0% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $53K | 1.0% | |
| American Funds Bond Fund Of Amer R6 Mutual Fund | Mutual Funds | — | — | $53K | 1.0% | |
| Blackrock Inflation Protected Bond K Mutual Fund | Other securities | — | — | $51K | 1.0% | |
| Participant Loans Bearing interest at 4.17% - 9.50% | Bonds / Notes | — | — | $45K | 0.9% | |
| Virtus Duff & Phelps Real Estate Sec R6 Mutual Fund | Other securities | — | — | $29K | 0.6% | |
| Brandywineglobal High Yield IS Mutual Fund | Other securities | — | — | $27K | 0.5% | |
| Brandywineglobal Flexible Bond IS Mutual Fund | Other securities | — | — | $25K | 0.5% | |
| BNY Mellon Natural Resources Y Mutual Fund | Other securities | — | — | $23K | 0.4% | |
| FLEXPATH STABLE VALUE FUND CL R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $23K | 0.4% | |
| Cash Common Collective Trust | Common Collective Trusts | — | — | $19K | 0.4% | |
| International Growth Fund II R1 Common Collective Trust ** 424 * Large Cap Value Fund Class R1 Common Collective Trust ** 419 * Stable Value Fund Fee Class R1 Common Collective Trust | Stable Value | — | — | $3K | <0.1% | |
| Putnam International Value R6 Mutual Fund ** 421 * Victory RS Global R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Emerging Markets Core Equity I Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $424 | <0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $420 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | 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.
| — |
| OMAHA, NE |
| INVESTMENT ADVISOR |
| $15K |
| — |
