TIA Clary signed Conetrix, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conetrix, LLC's EIN is 75-1552950.
Download the official 2024 Form 5500 (PDF) for Conetrix, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conetrix, LLC'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 | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.1M | 22.5% | |
| The Vanguard Group Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 19.8% | |
| The Vanguard Group Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $1.7M | 12.5% | |
| The Vanguard Group Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.3M | 9.4% | |
| The Vanguard Group Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 7.9% | |
| Victory Capital Victory Short-Term Bond Fund | Other securities | — | — | $803K | 5.9% | |
| The Vanguard Group Vanguard High Dividend Yield Index Fund | Common Collective Trusts | — | — | $674K | 4.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio | Mutual Funds | — | — | $487K | 3.6% | |
| COHEN & STEERS U.S. REALTY CIT RS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $437K | 3.2% | |
| S Franklin Templeton Investments BrandywineGLOBAL Corporate Credit Fund | Mutual Funds | — | — | $369K | 2.7% | |
| Dimensional Fund Advisors DFA International Small Cap Value Portfolio | Mutual Funds | — | — | $319K | 2.3% | |
| Franklin Templeton Investments Franklin Emerging Market Debt Opportunities Fund | Mutual Funds | — | — | $294K | 2.1% | |
| maturing through December 2029 - | Other securities | — | — | $288K | 2.1% | |
| The Vanguard Group Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $100K | 0.7% | |
| The Vanguard Group Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $23K | 0.2% | |
| The Vanguard Group Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| OTHER |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4071393 | — | BROKER/ADVISER | $0 | — |
