Elena WYNN signed Control Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Control Solutions, Inc.'s EIN is 76-0138355.
Download the official 2024 Form 5500 (PDF) for Control Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Control Solutions, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.1M | 12.3% | |
| Vanguard Large Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 11.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.5M | 8.9% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $1.5M | 8.5% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $1.0M | 6.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $970K | 5.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $907K | 5.2% | |
| Group Annuity Contract * Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $806K | 4.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $745K | 4.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $705K | 4.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $610K | 3.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $486K | 2.8% | |
| America * Participant Loans Principal balances ranging up to $46,417 accruing interest at - | Participant loans | — | — | $431K | 2.5% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $305K | 1.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $291K | 1.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $271K | 1.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $268K | 1.5% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $264K | 1.5% | |
| Hartford Mutual Funds Hartford Core Equity Fund | Other securities | — | — | $236K | 1.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $235K | 1.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $229K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $216K | 1.2% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $201K | 1.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $132K | 0.8% | |
| MassMutual Inflation-Protected and Income Fund | Other securities | — | — | $132K | 0.8% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $120K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $97K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $65K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $57K | 0.3% | |
| Invesco Short Term Bond Fund | Mutual Funds | — | — | $37K | 0.2% | |
| Janus Henderson Janus Henderson Contrarian Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| MassMutual Small Cap Opportunities Fund | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES |
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $33K |
| — |
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $11K | — |
