Jesse Carrasco signed Liftfund, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liftfund, Inc.'s EIN is 74-2712770.
Download the official 2023 Form 5500 (PDF) for Liftfund, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Liftfund, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT SERVICES 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN ANTONIO, TX |
| BROKER/ADVISER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.4M | 25.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $694K | 12.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $595K | 10.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $487K | 8.6% | |
| Empower S&P 500 Index Fund Inv Mutual Funds | Common Collective Trusts | — | — | $356K | 6.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1374344 / PN 263 | Common Collective Trust | — | — | $307K | 5.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $237K | 4.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $174K | 3.1% | |
| T. Rowe Price Blue Chip Growth Adv Mutual Funds | Other securities | — | — | $161K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $146K | 2.6% | |
| Empower International Index Fund Inv Mutual Funds | Common Collective Trusts | — | — | $140K | 2.5% | |
| Blackrock Health Sciences Opps Inv A Mutual Funds | Other securities | — | — | $106K | 1.9% | |
| Invesco Gold & Special Minerals A Mutual Funds | Mutual Funds | — | — | $96K | 1.7% | |
| Notes receivable from participants Bearing interest at 3.25%-8.5% - | Bonds / Notes | — | — | $95K | 1.7% | |
| Empower S&P Midcap 400 Index Fund Inv Mutual Funds | Common Collective Trusts | — | — | $81K | 1.4% | |
| Invesco Developing Markets A Mutual Funds | Mutual Funds | — | — | $74K | 1.3% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $72K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS59928 · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $60K | 1.1% | |
| Diamond Hill Large Cap Inv Mutual Funds | Other securities | — | — | $58K | 1.0% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | Mutual Funds | — | — | $40K | 0.7% | |
| Empower S&P Smcap 600 Index Fund Inv Mutual Funds | Common Collective Trusts | — | — | $39K | 0.7% | |
| Pimco Income A Mutual Funds | Mutual Funds | — | — | $37K | 0.7% | |
| Western Asset Core Plus Bond A Mutual Funds | Other securities | — | — | $37K | 0.7% | |
| Federated Hermes Kaufmann Small Cp Is Mutual Funds | Other securities | — | — | $23K | 0.4% | |
| Empower Short Duration Bond Fund Inv Mutual Funds | Other securities | — | — | $19K | 0.3% | |
| Virtus Duff & Phelps Real Estate Sec A Mutual Funds | Other securities | — | — | $19K | 0.3% | |
| Delaware Small Cap Value A Mutual Funds | Other securities | — | — | $18K | 0.3% | |
| Eaton Vance Atlanta Capital Smid-cap A Mutual Funds | Other securities | — | — | $15K | 0.3% | |
| Eaton Vance Income Fund Of Boston A Mutual Funds | Other securities | — | — | $13K | 0.2% | |
| Empower Us Govt Securities Fund Inv Mutual Funds | Other securities | — | — | $8K | 0.1% | |
| Allspring Special Mid Cap Value Inst Mutual Funds | Other securities | — | — | $7K | 0.1% | |
| Mfs International Intrinsic Value R2 Mutual Funds | Mutual Funds | — | — | $7K | 0.1% | |
| Invesco Oppenheimer Intl Growth A Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Pimco Int Bond (usd-hedged) A Mutual Funds | U.S. Treasuries | — | — | $3K | <0.1% |
