Henry Amadio signed Lopez Negrete Communications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lopez Negrete Communications, Inc.'s EIN is 76-0310295.
Download the official 2024 Form 5500 (PDF) for Lopez Negrete Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lopez Negrete Communications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC DBA B |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEARWATER, FL |
| INVESTMENT ADVISOR |
| $43K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | Mutual Funds | — | — | $2.3M | 12.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 8.9% | |
| Oppenheimer Funds Oppenheimer International Small-Mid Co I | Mutual Funds | — | — | $1.3M | 7.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.3M | 7.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.2M | 6.7% | |
| TD Ameritrade TD Ameritrade Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.0M | 5.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $934K | 5.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $891K | 5.0% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $681K | 3.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $675K | 3.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $660K | 3.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $616K | 3.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $592K | 3.3% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $540K | 3.0% | |
| Vanguard Target Retirement 2020 ** 10 Vanguard Target Retirement 2025 | Mutual Funds | — | — | $493K | 2.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $393K | 2.2% | |
| Great West Life & Annuity Ins. Co. Great-West Select Guaranteed Fund | Common Stocks | — | — | $369K | 2.1% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $349K | 2.0% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $272K | 1.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $268K | 1.5% | |
| Amundi Asset Management US, Inc. Pioneer Bond K | Common Stocks | — | — | $259K | 1.5% | |
| MFS International Value R5 | Mutual Funds | — | — | $227K | 1.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $200K | 1.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $178K | 1.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $162K | 0.9% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $138K | 0.8% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $95K | 0.5% | |
| Participant Loans Interest rates ranging from 4.25% to -0- | Bonds / Notes | — | — | $84K | 0.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $29K | 0.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $6K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
