Harald Markley signed CSC Generation Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSC Generation Holdings, LLC's EIN is 82-3294581.
Download the official 2024 Form 5500 (PDF) for CSC Generation Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSC Generation Holdings, LLC's plan includes profit-sharing, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $6.3M | 12.8% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $5.9M | 11.8% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $5.6M | 11.3% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $5.5M | 11.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.8M | 7.8% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $3.3M | 6.7% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $3.0M | 6.1% | |
| Nuveen Lifecycle Index Ret Inc R6Trilx | Mutual Funds | — | — | $2.2M | 4.5% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.9M | 3.9% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $1.6M | 3.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $1.4M | 2.8% | |
| EI Fixed Account - Series Class IV | Insurance Contracts | — | — | $1.1M | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $869K | 1.8% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $852K | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $747K | 1.5% | |
| Fidelity Global Ex Us Index | Mutual Funds | — | — | $463K | 0.9% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $442K | 0.9% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $408K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $380K | 0.8% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $377K | 0.8% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $362K | 0.7% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $356K | 0.7% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | Other securities | — | — | $297K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $286K | 0.6% | |
| Participant loans Interest rates at 4.25% - 9.50% | Bonds / Notes | — | — | $282K | 0.6% | |
| Pimco Income Instl | Mutual Funds | — | — | $281K | 0.6% | |
| American Century American Century Small Cap Growth R6 | Mutual Funds | — | — | $277K | 0.6% | |
| Harford Hartford International Opportunities R6 | Other securities | — | — | $231K | 0.5% | |
| Principal Real Estate Securities Fd R-6 | Other securities | — | — | $192K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $126K | 0.3% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $119K | 0.2% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $106K | 0.2% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $99K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $91K | 0.2% | |
| American Funds American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $74K | 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 |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $76K | — |
