INDY Frazee signed Colorado Springs Independence Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colorado Springs Independence Center's EIN is 84-1052916.
Download the official 2024 Form 5500 (PDF) for Colorado Springs Independence Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colorado Springs Independence Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $610 | — |
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 | — | — | $4.0M | 100.0% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $620K | 15.3% | |
| Nuveen Lifecycle Index 2030 R6 Mutual fund | Mutual Funds | — | — | $463K | 11.4% | |
| Nuveen Lifecycle Index 2035 R6 Mutual fund | Mutual Funds | — | — | $322K | 8.0% | |
| American Funds New Perspective R6 Mutual fund | Mutual Funds | — | — | $307K | 7.6% | |
| Nuveen Lifecycle Index 2050 R6 Mutual fund | Mutual Funds | — | — | $234K | 5.8% | |
| American Funds Washington Mutual R6 Mutual fund | Mutual Funds | — | — | $202K | 5.0% | |
| Nuveen Lifecycle Index 2020 R6 Mutual fund | Mutual Funds | — | — | $193K | 4.8% | |
| Fidelity Midcap Index Mutual fund | Mutual Funds | — | — | $191K | 4.7% | |
| Victory Sycamore Established Value A Mutual fund | Other securities | — | — | $169K | 4.2% | |
| American Funds EuroPac Growth R6 Mutual fund | Mutual Funds | — | — | $165K | 4.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual fund | Mutual Funds | — | — | $162K | 4.0% | |
| Macquarie Smid Cap Core R6 Mutual fund | Other securities | — | — | $138K | 3.4% | |
| Victory Pioneer Bond Fund R6 Mutual fund | Other securities | — | — | $135K | 3.4% | |
| Nuveen Lifecycle Index 2040 R6 Mutual fund | Mutual Funds | — | — | $128K | 3.2% | |
| Nuveen Lifecycle Index 2045 R6 Mutual fund | Mutual Funds | — | — | $128K | 3.2% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $116K | 2.9% | |
| Vanguard Explorer Admiral Mutual fund | Mutual Funds | — | — | $93K | 2.3% | |
| Nuveen Lifecycle Index Income R6 Mutual fund | Mutual Funds | — | — | $70K | 1.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual fund | Mutual Funds | — | — | $55K | 1.4% | |
| MFS Massachusetts Investors Growth Stock R6 Mutual fund | Mutual Funds | — | — | $51K | 1.3% | |
| Nuveen International Equity Index R6 Mutual fund | Common Collective Trusts | — | — | $40K | 1.0% | |
| Nuveen Lifecycle Index 2060 R6 Mutual fund | Mutual Funds | — | — | $39K | 1.0% | |
| Victory Pioneer Select Mid Cap Growth Mutual fund | Other securities | — | — | $10K | 0.2% | |
| PGIM High-Yield R6 Mutual fund | Other securities | — | — | $8K | 0.2% | |
| Fully benefit-responsive investment contract, at contract value * American United Life Insurance Company Stable Value Account Fully benefit-responsive contract | Stable Value | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
