Gary Dawson signed The Colorado Coalition for the Homeless' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Colorado Coalition for the Homeless' EIN is 84-0951575.
Download the official 2024 Form 5500 (PDF) for The Colorado Coalition for the Homeless from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Colorado Coalition for the Homeless' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Hybrid 2050 R6 Mutual Fund | Mutual Funds | — | — | $5.6M | 14.2% | |
| Fidelity Hybrid 2045 R6 Mutual Fund | Mutual Funds | — | — | $5.0M | 12.7% | |
| Fidelity Hybrid 2030 R6 Mutual Fund | Mutual Funds | — | — | $3.6M | 9.2% | |
| Fidelity Hybrid 2035 R6 Mutual Fund | Mutual Funds | — | — | $3.2M | 8.2% | |
| Fidelity Hybrid 2055 R6 Mutual Fund | Mutual Funds | — | — | $3.1M | 8.0% | |
| Fidelity Hybrid 2040 R6 Mutual Fund | Mutual Funds | — | — | $3.0M | 7.7% | |
| Fidelity Hybrid 2025 R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 4.7% | |
| Vanguard 500 Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 4.1% | |
| Fidelity Hybrid 2060 R6 Mutual Fund | Mutual Funds | — | — | $1.4M | 3.6% | |
| Calvert US Largecap Rsp Index I Fund Mutual Fund | Other securities | — | — | $1.3M | 3.4% | |
| AM FDS Europacific Growth R6 Fund Mutual Fund | Other securities | — | — | $993K | 2.5% | |
| Alliance AB Large Cap Growth Z Fund Mutual Fund | Other securities | — | — | $830K | 2.1% | |
| Fidelity Mid Cp Idx Fund Mutual Fund | Common Collective Trusts | — | — | $765K | 2.0% | |
| Principal Smallcap Growth I R6 Fund Mutual Fund | Other securities | — | — | $690K | 1.8% | |
| Fidelity Hybrid 2020 R6 Mutual Fund | Mutual Funds | — | — | $637K | 1.6% | |
| Fidelity Hybrid 2065 R6 Mutual Fund | Mutual Funds | — | — | $622K | 1.6% | |
| Calvert Balanced A Fund Mutual Fund | Other securities | — | — | $615K | 1.6% | |
| Investment Contract with Principal * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $591K | 1.5% | |
| Participant Loans Various maturity dates through 2025; interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $502K | 1.3% | |
| Carillon Eagle Midcap Growth R6 Fund Mutual Fund | Other securities | — | — | $421K | 1.1% | |
| PGIM Total Ret Bond R6 Fund Mutual Fund | U.S. Treasuries | — | — | $419K | 1.1% | |
| JP Morgan-Undisc Mgrs Behav Value R6 Fund Mutual Fund | Other securities | — | — | $377K | 1.0% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | Mutual Funds | — | — | $362K | 0.9% | |
| Cohen & Steers Realty Z SHS FD Mutual Fund | Common Stocks | — | — | $315K | 0.8% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $301K | 0.8% | |
| Fidelity Hybrid 2015 R6 Mutual Fund | Mutual Funds | — | — | $270K | 0.7% | |
| Victory Sycamore Est Val R6 FD Mutual Fund | Other securities | — | — | $243K | 0.6% | |
| Fidelity US Bond Idx Fund Mutual Fund | Common Collective Trusts | — | — | $127K | 0.3% | |
| Calvert Cons Allocation A Fund Mutual Fund | Other securities | — | — | $121K | 0.3% | |
| Fidelity Emerg Mkt Index Fund Mutual Fund | Common Collective Trusts | — | — | $111K | 0.3% | |
| (E) | Other securities | — | — | $99K | 0.3% | |
| American Centry SC GR R6 Fund Mutual Fund | Other securities | — | — | $99K | 0.3% | |
| Fidelity FRDM Iddx 2010 PRM FD Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity FRDM Idx Inc PRM Fd Mutual Fund | Common Collective Trusts | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
