Dana Neal signed Ability Connection Colorado's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ability Connection Colorado's EIN is 84-0420225.
Download the official 2024 Form 5500 (PDF) for Ability Connection Colorado from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ability Connection Colorado's plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.6M | 90.4% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $391K | 13.6% | |
| Blackrock Blackrck Lifepth Idx Ret K | Common Collective Trusts | — | — | $342K | 11.9% | |
| T Rowe Price Troweprice Dividend GR I | Mutual Funds | — | — | $264K | 9.2% | |
| Fidelity US Bond Idx | Common Collective Trusts | — | — | $261K | 9.1% | |
| American Funds Amerfds New Perspective R6 | Mutual Funds | — | — | $197K | 6.9% | |
| AUL Insurance Company AUL Fixed Account, 3.00% | Bonds / Notes | — | — | $184K | 6.4% | |
| American Funds Amerfds American Balanced R6 | Mutual Funds | — | — | $165K | 5.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $101K | 3.5% | |
| Blackrock Blackrck Lifepth Idx 2025 K - Blackrock Blackrck Lifepth Idx 2030 K | Common Collective Trusts | — | — | $94K | 3.3% | |
| Blackrock Blackrck Lifepth Idx 2035 K | Common Collective Trusts | — | — | $89K | 3.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $88K | 3.1% | |
| Invesco Disc Midcapgr R6 | Mutual Funds | — | — | $71K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2055 K | Common Collective Trusts | — | — | $71K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2050 K | Common Collective Trusts | — | — | $70K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2060 K | Common Collective Trusts | — | — | $62K | 2.2% | |
| Blackrock Blackrck Lifepth Idx 2045 K | Common Collective Trusts | — | — | $56K | 1.9% | |
| AUL Insurance Company AUL Stable Value Account, 2.00% | Stable Value | — | — | $48K | 1.7% | |
| Blackrock Blackrck Lifepth Idx 2040 K | Common Collective Trusts | — | — | $47K | 1.6% | |
| Lord Abbett Lord Abbett High Yield R6 | Mutual Funds | — | — | $45K | 1.6% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | Bonds / Notes | — | — | $44K | 1.5% | |
| various maturity dates) | Other securities | — | — | $44K | 1.5% | |
| Blackrock Blackrck Lifepath Idx 2065 K | Common Collective Trusts | — | — | $37K | 1.3% | |
| Janus Henderson Jan Hen Venture N | Mutual Funds | — | — | $33K | 1.2% | |
| Blackrock Health Sci Opps K | Other securities | — | — | $30K | 1.1% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $29K | 1.0% | |
| Blackrock Total Return K | Other securities | — | — | $25K | 0.9% | |
| Victory Integrity Smcapval R6 | Other securities | — | — | $12K | 0.4% | |
| MFS INTL GROWTH R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $8K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $8K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
