Darren LOOS signed United CALL Center Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United CALL Center Solutions, LLC's EIN is 83-2018520.
Download the official 2024 Form 5500 (PDF) for United CALL Center Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United CALL Center Solutions, 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 | $94K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.1M | 15.8% | |
| American Century One Choice 2035 R6 | Other securities | — | — | $619K | 8.8% | |
| American Century One Choice 2030 R6 | Other securities | — | — | $604K | 8.6% | |
| Fidelity Contrafund | Mutual Funds | — | — | $463K | 6.6% | |
| American Century One Choice 2040 R6 | Other securities | — | — | $456K | 6.5% | |
| American Century One Choice 2050 R6 | Other securities | — | — | $324K | 4.6% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $317K | 4.5% | |
| American Funds EuroPacific Gr R2 | Mutual Funds | — | — | $309K | 4.4% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $294K | 4.2% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $271K | 3.8% | |
| Invesco Developing Markets A | Mutual Funds | — | — | $262K | 3.7% | |
| American Century One Choice 2025 R6 | Other securities | — | — | $248K | 3.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $221K | 3.1% | |
| American Century One Choice 2045 R6 | Other securities | — | — | $210K | 3.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $194K | 2.8% | |
| American Century One Choice 2055 R6 | Other securities | — | — | $192K | 2.7% | |
| Hartford Midcap R5 | Other securities | — | — | $157K | 2.2% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $136K | 1.9% | |
| s (held by Empower Trust Company, LLC) American Century One Choice In Retire R6 | Mutual Funds | — | — | $129K | 1.8% | |
| American Century One Choice 2060 R6 | Other securities | — | — | $69K | 1.0% | |
| Allspring Special Mid Cap Value A | Other securities | — | — | $47K | 0.7% | |
| PIMCO All Asset Instl ** 469 JPMorgan Core Bond R6 | Mutual Funds | — | — | $39K | 0.6% | |
| Goldman Sachs Intl Sm Cap Insights Inv | Other securities | — | — | $31K | 0.4% | |
| MFS Value R3 | Mutual Funds | — | — | $25K | 0.3% | |
| PIMCO Income A | Mutual Funds | — | — | $19K | 0.3% | |
| American Beacon Small Cp Val A | Other securities | — | — | $6K | <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 |
|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $11K | — |
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $8K | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $94 | — |
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER COOPER & CO LTD | — | DEERFIELD, IL | AUDITOR | $24K | — |
