Courier Plus, Inc.'s EIN is 83-1035109.
Download the official 2024 Form 5500 (PDF) for Courier Plus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Courier Plus, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Fidelity 500 Index | Common Collective Trusts | — | — | $7.4M | 48.6% | |
| FRS FRANKLIN INTERNATIONAL GROWTH F GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $3.2M | 21.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $952K | 6.3% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $901K | 6.0% | |
| GREAT GRAY AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $562K | 3.7% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $388K | 2.6% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $356K | 2.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $242K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $208K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $187K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $154K | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $149K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $50K | 0.3% | |
| MFS International Equity R6 | Mutual Funds | — | — | $43K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $42K | 0.3% | |
| FRS Wilmington TR MFS MD CP GR CIT CL G1 | Common Collective Trusts | — | — | $39K | 0.3% | |
| Clearbridge Small Cap Growth IS | Other securities | — | — | $33K | 0.2% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $32K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $31K | 0.2% | |
| MFS Value R6 | Mutual Funds | — | — | $21K | 0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $20K | 0.1% | |
| Guaranteed Annuity Contract EI Fixed Account - Series Class I | Other securities | — | — | $14K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $6K | <0.1% | |
| MFS Global Real Estate R6 | Mutual Funds | — | — | $5K | <0.1% | |
| DFA International Small Cap Value I | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Total Return Bond R6 | Mutual Funds | — | — | $3K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| COMPENSATION SYSTEMS INC | 35-1277460 | INDIANAPOLIS, IA | CONTRACT ADMIN | $20K | — |
