Heather Baugh signed U.S. CAD's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. CAD's EIN is 82-1676628.
Download the official 2024 Form 5500 (PDF) for U.S. CAD from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. CAD'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 95.1% | |
| [Assets held in participant loans] | Other | — | — | $200K | 2.0% |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $28K |
| — |
