Anna Mowry signed Nautilus Subsidiary Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nautilus Subsidiary Inc.'s EIN is 81-4928437.
Download the official 2024 Form 5500 (PDF) for Nautilus Subsidiary Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nautilus Subsidiary Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IndexSelect Moderate 2035 Fund Class I | Other securities | — | — | $3.1M | 29.6% | |
| IndexSelect Moderate 2045 Fund Class I | Other securities | — | — | $2.4M | 23.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 14.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $559K | 5.4% | |
| IndexSelect Moderate 2065 Fund Class I | Other securities | — | — | $498K | 4.8% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $385K | 3.7% | |
| IndexSelect Moderate 2055 Fund Class I | Other securities | — | — | $373K | 3.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $230K | 2.2% | |
| Fidelity U.S. Sustainability Index Instl | Mutual Funds | — | — | $153K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $144K | 1.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $118K | 1.1% | |
| IndexSelect Aggressive 2045 Fund Class I | Other securities | — | — | $113K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $101K | 1.0% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $76K | 0.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $62K | 0.6% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $61K | 0.6% | |
| IndexSelect Aggressive 2055 Fund Class I | Other securities | — | — | $60K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $55K | 0.5% | |
| Fidelity Advisor Investment Grade Bond Z | Mutual Funds | — | — | $53K | 0.5% | |
| IndexSelect Moderate Retire Fund Class I | Other securities | — | — | $50K | 0.5% | |
| American Funds American High Income Trade R6 | Mutual Funds | — | — | $49K | 0.5% | |
| American Funds International Vntg R6 | Mutual Funds | — | — | $41K | 0.4% | |
| JP Morgan US Bond Index | Other securities | — | — | $40K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $35K | 0.3% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $22K | 0.2% | |
| IndexSelect Aggressive 2035 Fund Class I | Other securities | — | — | $20K | 0.2% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $19K | 0.2% | |
| Virtus Duff & Phelps Real Estate Securities R6 | Other securities | — | — | $17K | 0.2% | |
| IndexSelect Conservative 2045 Fund Class I | Other securities | — | — | $10K | <0.1% | |
| IndexSelect Aggressive 2065 Fund Class I | Other securities | — | — | $7K | <0.1% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $7K | <0.1% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $5K | <0.1% | |
| IndexSelect Conservative 2065 Fund Class I | Other securities | — | — | $668 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $8K |
| — |
