Idella Perea signed Associations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associations, Inc.'s EIN is 75-3014941.
Download the official 2024 Form 5500 (PDF) for Associations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associations, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
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 | $145K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trusts * Fidelity Institutional Asset Fidelity Freedom Blend 2025 N/R | Common Collective Trusts | — | — | $19.4M | 15.0% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $19.4M | 15.0% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2030 N/R | Common Collective Trusts | — | — | $18.4M | 14.2% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $18.4M | 14.2% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2035 N/R | Common Collective Trusts | — | — | $16.6M | 12.8% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $16.6M | 12.8% | |
| Lincoln National Life Insurance Lincoln Stable Value N/R | Guaranteed Income / GIC | — | — | $15.7M | 12.1% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2040 N/R | Common Collective Trusts | — | — | $12.0M | 9.3% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $12.0M | 9.3% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2045 N/R | Common Collective Trusts | — | — | $10.3M | 7.9% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $10.3M | 7.9% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2020 N/R | Common Collective Trusts | — | — | $8.4M | 6.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $8.4M | 6.5% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2050 N/R | Common Collective Trusts | — | — | $7.0M | 5.4% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $7.0M | 5.4% | |
| Fund Mutual Funds * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $5.0M | 3.8% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2015 N/R | Common Collective Trusts | — | — | $4.0M | 3.1% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $4.0M | 3.1% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2055 N/R | Common Collective Trusts | — | — | $3.4M | 2.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $3.4M | 2.6% | |
| Company Participant Loans * Participant Loans Interest rate: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.5M | 1.2% | |
| Fidelity Institutional Asset Fidelity Freedom Blend 2010 N/R | Mutual Funds | — | — | $1.4M | 1.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2060 N/R | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $954K | 0.7% | |
| Fidelity Investments Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $881K | 0.7% | |
| Fidelity Investments Fidelity International Capital N/R | Mutual Funds | — | — | $667K | 0.5% | |
| LLC Class R1 * Fidelity Institutional Asset Fidelity Freedom Blend Income N/R | Mutual Funds | — | — | $534K | 0.4% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $534K | 0.4% | |
| Appreciation K6 Fund * Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $392K | 0.3% | |
| American Funds American Balanced Fund Class R6 N/R | Mutual Funds | — | — | $390K | 0.3% | |
| Management Trust Company Commingled Pool Q * Fidelity Institutional Asset Fidelity Freedom Blend 2065 N/R | Common Collective Trusts | — | — | $243K | 0.2% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $243K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund N/R | Common Collective Trusts | — | — | $207K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Growth Index N/R | Mutual Funds | — | — | $170K | 0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| CONSULTANT/INVST ADVISOR |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $6K | — |
