Venessa King signed Cantoni, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cantoni, LP's EIN is 75-2938626.
Download the official 2024 Form 5500 (PDF) for Cantoni, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cantoni, LP'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 |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | HOUSTON, TX | CONTRACT ADMIN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Empower Funds, Inc. Empower S&P 500 Index Fund Investor N/R | Mutual Funds | — | — | $1.9M | 13.2% | |
| MFS Fund Distributors, Inc. MFS Massachusetts Investors Growth Stock N/R | Mutual Funds | — | — | $1.7M | 12.0% | |
| Fund - Class R3 * Empower Funds, Inc. Empower Lifetime 2045 Fund - Service Class N/R | Common Stocks | — | — | $1.2M | 8.7% | |
| * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Guaranteed Income / GIC | — | — | $1.2M | 8.1% | |
| Empower Funds, Inc. Empower Lifetime 2025 Fund - Service Class N/R | Common Stocks | — | — | $1.1M | 7.4% | |
| Invesco Comstock Fund - Class A N/R | Mutual Funds | — | — | $1.0M | 7.2% | |
| Empower Funds, Inc. Empower International Value Fund - Investor N/R | Common Stocks | — | — | $934K | 6.5% | |
| Class Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund N/R | Other securities | — | — | $801K | 5.6% | |
| Class A * Empower Funds, Inc. Empower Bond Index Fund - Investor Class N/R | Common Collective Trusts | — | — | $562K | 3.9% | |
| MFS Fund Distributors, Inc. MFS Total Return Fund - Class A N/R | Mutual Funds | — | — | $498K | 3.5% | |
| Empower Funds, Inc. Empower Lifetime 2015 Fund - Service Class N/R | Common Stocks | — | — | $420K | 2.9% | |
| Empower Funds, Inc. Empower Lifetime 2055 Fund - Service Class N/R | Common Stocks | — | — | $406K | 2.8% | |
| American Funds American Funds Capital World Growth and N/R | Mutual Funds | — | — | $401K | 2.8% | |
| Income Fund - Class R3 * Empower Funds, Inc. Empower Lifetime 2035 Fund - Service Class N/R | Common Stocks | — | — | $396K | 2.8% | |
| Company of America * Participant Loans Interest rate: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $327K | 2.3% | |
| Empower Funds, Inc. Empower Real Estate Index Fund - Investor N/R | Common Collective Trusts | — | — | $316K | 2.2% | |
| Class * Empower Funds, Inc. Empower International Index Fund - Investor N/R | Common Collective Trusts | — | — | $225K | 1.6% | |
| Class A PGIM Investments PGIM Total Return Bond Fund - Class A N/R | Other securities | — | — | $171K | 1.2% | |
| Class Aberdeen Funds ABRDN Emerging Markets Equity Fund - N/R | Other securities | — | — | $131K | 0.9% | |
| Clearbridge Investments ClearBridge Small Cap Growth Fund - Class N/R | Other securities | — | — | $115K | 0.8% | |
| PIMCO Commodity Real Return Strategy N/R | Mutual Funds | — | — | $106K | 0.7% | |
| Fund - Class A American Beacon American Beacon Small Cap Value Fund - N/R | Other securities | — | — | $105K | 0.7% | |
| Class A PIMCO International Bond Fund (USD- N/R | Mutual Funds | — | — | $103K | 0.7% | |
| Class A BlackRock High Yield Bond Fund - Investor A N/R | Other securities | — | — | $75K | 0.5% | |
| Hedged) - Class A Victory Funds Victory Sycamore Established Value Fund - N/R | Other securities | — | — | $74K | 0.5% | |
| Shares PIMCO Real Return Fund - Class A N/R | Mutual Funds | — | — | $44K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
