Chris Larsen signed Castellini Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Castellini Company LLC's EIN is 76-0720073.
Download the official 2024 Form 5500 (PDF) for Castellini Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Castellini Company LLC'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 ANNUNITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $150K | — |
| EMPOWER ADVISERY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $114K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $11.2M | 21.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $9.2M | 17.3% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $5.1M | 9.6% | |
| GOLDMAN SACHS STABLE VALUE SEL CL 1 GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.8M | 9.0% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $4.2M | 7.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $3.5M | 6.6% | |
| Metropolitan West Funds Total Return Bond | Other securities | — | — | $2.5M | 4.7% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $2.0M | 3.7% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.9M | 3.6% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.9M | 3.5% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $955K | 1.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $871K | 1.6% | |
| Principal Short-Term Income Inst | Other securities | — | — | $848K | 1.6% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $844K | 1.6% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $836K | 1.6% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $807K | 1.5% | |
| T. Rowe Price Mid Cap Value | Other securities | — | — | $541K | 1.0% | |
| T. Rowe Price New Horizons | Other securities | — | — | $212K | 0.4% | |
| Artisan Partners Fund International Value Instl | Other securities | — | — | $210K | 0.4% | |
| MFS Funds Value R6 | Mutual Funds | — | — | $206K | 0.4% | |
| Delaware Funds Small Cap Value R6 | Other securities | — | — | $72K | 0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $24K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
