Alainna Hernandez signed Springboard Social Enterprises' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Springboard Social Enterprises' EIN is 81-2228271.
Download the official 2024 Form 5500 (PDF) for Springboard Social Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Springboard Social Enterprises' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INS | 33-0656671 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RET ADV SERV | 33-0656671 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $674 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE GREAT WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $4.4M | 98.2% | |
| Fidelity Contra fund | Mutual Funds | — | — | $1.2M | 26.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $662K | 14.7% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Allocation | Other securities | — | — | $403K | 8.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $357K | 7.9% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $334K | 7.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $263K | 5.8% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $205K | 4.5% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $191K | 4.2% | |
| Franklin Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $186K | 4.1% | |
| American Funds American Funds Income Fund of America R6 | Mutual Funds | — | — | $130K | 2.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $113K | 2.5% | |
| Fully Benefit-Responsive Investment Contract * Great-West Key Guaranteed Portfolio Fund | Other securities | — | — | $68K | 1.5% | |
| American Funds American Funds GR and Inc Port R-6 | Mutual Funds | — | — | $50K | 1.1% | |
| Value Mutual Funds Allspring Common Stock Fund Class R6 | Common Stocks | — | — | $47K | 1.0% | |
| Fidelity Advisor Large Cap Fund Class 1 | Mutual Funds | — | — | $44K | 1.0% | |
| Oakmark International Fund Investor Class | Other securities | — | — | $44K | 1.0% | |
| Columbia Dividend Income Instl 2 | Other securities | — | — | $39K | 0.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $37K | 0.8% | |
| iShares Russell iShares Russell 2000 Small-Cap Index A | Common Collective Trusts | — | — | $22K | 0.5% | |
| iShares Russell iShares Russell Mid-Cap Index | Other securities | — | — | $12K | 0.3% | |
| Pimco Total Return Fund A | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Transamerica Short-Term Bond Fund A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | 33-0656671 | CHARLOTTE, NC | BROKER/ADVISER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY | 76-0354750 | HOUSTON, TX | CONTRACT ADMIN | $3K | — |
