Robert Lewis signed Connexus Resource Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connexus Resource Group, Inc.'s EIN is 83-1263291.
Download the official 2024 Form 5500 (PDF) for Connexus Resource Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connexus Resource Group, Inc.'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 | $147K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $924K | 11.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $918K | 11.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $874K | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $872K | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $713K | 8.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $693K | 8.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $647K | 8.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $616K | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $420K | 5.2% | |
| General Accounts (Insurance Company) * Empower Fixed Account Series Class I | Common Stocks | — | — | $402K | 5.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $261K | 3.2% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $245K | 3.0% | |
| Participant Loans Rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $221K | 2.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $173K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $46K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $20K | 0.2% | |
| Fidelity Advisor Small Cap Value Z 179 JPMorgan Mid Cap Growth R6 | Mutual Funds | — | — | $17K | 0.2% | |
| Blackrock 20/80 Target Allocation K | Mutual Funds | — | — | $11K | 0.1% | |
| Blackrock 60/40 Target Allocation K | Other securities | — | — | $9K | 0.1% | |
| Massmutual Overseas I 415 DFA US Small Cap Growth Instl | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | — | $5K | <0.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Franklin High Income R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
