Plan Sponsor signed Point Broadband Fiber Holding LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point Broadband Fiber Holding LLC's EIN is 82-5331550.
Download the official 2024 Form 5500 (PDF) for Point Broadband Fiber Holding LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point Broadband Fiber Holding 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 | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.8M | 19.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $974K | 10.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $897K | 9.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $583K | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $555K | 6.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $547K | 6.0% | |
| JPMorgan U.S. Value R6 Mutual Fund | Other securities | — | — | $544K | 6.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $543K | 5.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $513K | 5.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $438K | 4.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $358K | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $237K | 2.6% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $188K | 2.1% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $162K | 1.8% | |
| Hartford International Opportunities R6 Mutual Fund | Other securities | — | — | $154K | 1.7% | |
| DFA Emerging Markets I Mutual Fund | Mutual Funds | — | — | $114K | 1.2% | |
| Empower Investments Fixed Account Series Class II Insurance Company | Common Stocks | — | — | $70K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $66K | 0.7% | |
| PIMCO Global Advantage Strategy Bond Inst Mutual Fund | Mutual Funds | — | — | $42K | 0.5% | |
| Fidelity Advisor Government Income Z Mutual Fund | Mutual Funds | — | — | $34K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $24K |
| — |
