Laura HOLT signed CTOS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CTOS, LLC's EIN is 81-1853358.
Download the official 2024 Form 5500 (PDF) for CTOS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CTOS, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $18.0M | 14.0% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $9.6M | 7.4% | |
| Vanguard Investments Growth Index Admiral | Mutual Funds | — | — | $9.4M | 7.3% | |
| Vanguard Investments 500 Index Admiral Fund | Common Collective Trusts | — | — | $8.0M | 6.2% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $7.4M | 5.8% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $7.1M | 5.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $5.7M | 4.4% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $5.7M | 4.4% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $5.1M | 4.0% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $4.8M | 3.7% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $4.7M | 3.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $4.7M | 3.7% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.6% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $4.4M | 3.4% | |
| participants dates ranging from January 2025 to December 2039 $ - | Other securities | — | — | $3.1M | 2.4% | |
| Vanguard Investments Value Index Admiral Fund | Mutual Funds | — | — | $3.1M | 2.4% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| MFS Investments International Diversification Fund R6 | Mutual Funds | — | — | $2.4M | 1.8% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $2.1M | 1.7% | |
| Fixed Annuities Empower Annuity Insurance * Company of America Empower Investments Fixed Account - Series Class VI | Common Stocks | — | — | $2.0M | 1.6% | |
| Vanguard Investments Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $2.0M | 1.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $1.8M | 1.4% | |
| American Century Small Cap Value Fund R6 | Other securities | — | — | $1.4M | 1.1% | |
| Vanguard Investments Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| Baird Investments Core Plus Bond Institutional Fund | Other securities | — | — | $1.0M | 0.8% | |
| Pimco Funds Income Institutional Fund | Mutual Funds | — | — | $990K | 0.8% | |
| Vanguard Investments Small Cap Index Admiral Fund | Mutual Funds | — | — | $939K | 0.7% | |
| Vanguard Investments Mid Cap Index Admiral Fund | Mutual Funds | — | — | $904K | 0.7% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $726K | 0.6% | |
| Vanguard Investments Real Estate Index Admiral | Mutual Funds | — | — | $448K | 0.3% | |
| American Century Emerging Markets Fund R6 | Mutual Funds | — | — | $423K | 0.3% | |
| Dimensional Fund Advisors Inflation Protected Securities Fund | Mutual Funds | — | — | $252K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
