ANDY RIOS signed American Subcontractors Association North Texas Chapter's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Subcontractors Association North Texas Chapter's EIN is 75-1301699.
Download the official 2024 Form 5500 (PDF) for American Subcontractors Association North Texas Chapter from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Subcontractors Association North Texas Chapter'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC. | — | ENGELWOOD, CO | INVESTMENT ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AF FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.7M | 15.4% | |
| GREAT GRAY TRUST AF 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.7M | 15.2% | |
| GREAT GRAY TRUST AF 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.7M | 15.2% | |
| GREAT GRAY TRUST AF 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.0M | 9.1% | |
| GREAT GRAY TRUST AF 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $768K | 6.9% | |
| GREAT GRAY TRUST AF FUNDS 2015 I GREAT GRAY · EIN 38-4126260 / PN 563 | Common Collective Trust | — | — | $749K | 6.7% | |
| GREAT GRAY TRUST AF 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $711K | 6.4% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $448K | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $331K | 3.0% | |
| GREAT GRAY TRUST AF FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $313K | 2.8% | |
| GREAT GRAY TRUST AF 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $300K | 2.7% | |
| GREAT GRAY TRUST AF FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $260K | 2.3% | |
| Fixed Account Series Class I ** America Total fixed annuity contracts | Other securities | — | — | $182K | 1.6% | |
| Notes receivable from participants - | Other securities | — | — | $152K | 1.4% | |
| Empower Annuity Insurance Company of * Guaranteed Interest Account | Common Stocks | — | — | $138K | 1.2% | |
| MFS International Equity Fund | Mutual Funds | — | — | $128K | 1.2% | |
| Victory Nasdaq-100 Index Fund | Common Collective Trusts | — | — | $91K | 0.8% | |
| Fidelity Advisor Worldwide Fund | Mutual Funds | — | — | $78K | 0.7% | |
| Fidelity Advisor Technology Fund | Mutual Funds | — | — | $77K | 0.7% | |
| Fidelity Advisor Emerging Markets Discovery Fund | Mutual Funds | — | — | $72K | 0.6% | |
| Federated Hermes MDT Mid Cap Growth Fund | Other securities | — | — | $66K | 0.6% | |
| GREAT GRAY TRUST AF 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $53K | 0.5% | |
| America Empower Annuity Insurance Company of | Common Stocks | — | — | $44K | 0.4% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $41K | 0.4% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $24K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $21K | 0.2% | |
| PGIM US Real Estate Fund | Other securities | — | — | $16K | 0.1% | |
| Fidelity Advisor Investment Growth Bond Fund | Mutual Funds | — | — | $13K | 0.1% | |
| PIMCO Commodities Plus Strategy Instl Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Invesco Com Sotck Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Victory Core Plus Intermediate Bond Fund | Other securities | — | — | $10K | <0.1% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $10K | <0.1% | |
| PIMCO Rae US Small Instl Fund | Mutual Funds | — | — | $9K | <0.1% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO Income Instl Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Invesco Value Opportunities Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Nuveen Inflation Linked Bond Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Virtus Kar Mid Cap Core Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Adv Global Equity Income Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Brandywineglobal High Yield Fund | Other securities | — | — | $1K | <0.1% | |
| INDEX SELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393238 / PN 302 | 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 |
|---|---|---|---|---|---|
| CORNWELL JACKSON, PLLC | — | PLANO, TX | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | — | — | OTHER | $5K | — |
| ADMINISTRATIVE FIDUCIARY SERVICES | — | FORT SMITH, AR | OTHER | $5K | — |
