Cookfox Architects, DPC 401(k) Plan's EIN is 81-1357519.
Download the official 2024 Form 5500 (PDF) for Cookfox Architects, DPC 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cookfox Architects, DPC 401(k) Plan'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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT WEST LIFE INSURANCE | Other securities | — | — | $3.8M | 29.7% | |
| ISHARES MSCI EAFE | Other securities | — | — | $1.6M | 12.2% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $1.5M | 11.5% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $1.1M | 8.8% | |
| KEY GUARANTEED PORTFOLIO | Other securities | — | — | $1.1M | 8.4% | |
| VANGUARD TOTAL BOND MARKET IND | Mutual Funds | — | — | $1.1M | 8.2% | |
| VANGUARD MID CAP INDEX FUND - | Common Collective Trusts | — | — | $895K | 7.0% | |
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $633K | 4.9% | |
| VANGUARD MID-CAP GROWTH INDEX | Mutual Funds | — | — | $232K | 1.8% | |
| VANGUARD INTERNATIONAL GROWTH | Mutual Funds | — | — | $217K | 1.7% | |
| VANGUARD EMERGING MKTS STOCK I | Mutual Funds | — | — | $205K | 1.6% | |
| VANGUARD MID-CAP VALUE INDEX A | Mutual Funds | — | — | $183K | 1.4% | |
| PARTICIPANT LOAN | Participant loans | — | — | $130K | 1.0% | |
| VANGUARD SMALL CAP VALUE INDEX | Mutual Funds | — | — | $100K | 0.8% | |
| VANGUARD SMALL CAP GROWTH INDE | Mutual Funds | — | — | $41K | 0.3% | |
| VANGUARD INFLATION-PROTECTED S | Mutual Funds | — | — | $33K | 0.3% | |
| VANGUARD HIGH-YIELD CORPORATE | Mutual Funds | — | — | $20K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Common Collective Trusts | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CETERA ADVISOR NETWORKS, LLC | — | EL SEGUNDO, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK, NY | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LILLING & COMPANY LLP 10 CUTTER | — | GREAT NECK NY, NY | AUDITOR | $15K | — |
