Sonya Vollmer signed CPI CARD Group - Colorado, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPI CARD Group - Colorado, Inc.'s EIN is 84-0895526.
Download the official 2024 Form 5500 (PDF) for CPI CARD Group - Colorado, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPI CARD Group - Colorado, 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 | $108K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $8.0M | 12.3% | |
| Vanguard | Mutual Funds | — | — | $7.3M | 11.3% | |
| Vanguard | Mutual Funds | — | — | $7.0M | 10.7% | |
| Vanguard | Mutual Funds | — | — | $5.9M | 9.1% | |
| Vanguard | Mutual Funds | — | — | $3.8M | 5.8% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $2.8M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 3.9% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 3.8% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 3.7% | |
| Franklin | Mutual Funds | — | — | $2.1M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 2.9% | |
| Empower ** | Other securities | — | — | $1.8M | 2.8% | |
| RELIANCE TRST NY LIFE ANCHOR-SER I- NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.8% | |
| Participants ** | Other securities | — | — | $1.7M | 2.7% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 2.3% | |
| Baird | Other securities | — | — | $933K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $850K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $733K | 1.1% | |
| American Funds | Mutual Funds | — | — | $645K | 1.0% | |
| MFS | Mutual Funds | — | — | $626K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $543K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $321K | 0.5% | |
| Janus Henderson | Mutual Funds | — | — | $196K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $72K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $898 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $67K |
| — |
