Lauren Fasciano-Sager signed Columbine Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbine Management Services' EIN is 84-1250112.
Download the official 2024 Form 5500 (PDF) for Columbine Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbine Management Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF Trgt Date 2045 R3 Mutual Fund | Other securities | — | — | $3.8M | 11.7% | |
| AF Trgt Date 2035 R3 Mutual Fund | Other securities | — | — | $3.6M | 11.0% | |
| AF Trgt Date 2050 R3 Mutual Fund | Other securities | — | — | $2.7M | 8.5% | |
| AF Trgt Date 2025 R3 Mutual Fund | Other securities | — | — | $2.4M | 7.4% | |
| AF Trgt Date 2055 R3 Mutual Fund | Other securities | — | — | $2.4M | 7.2% | |
| AF Trgt Date 2040 R3 Mutual Fund | Other securities | — | — | $2.3M | 7.1% | |
| BNYM S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.0M | 6.1% | |
| FA New Insights A Mutual Fund | Other securities | — | — | $1.8M | 5.5% | |
| AF Trgt Date 2030 R3 Mutual Fund | Other securities | — | — | $1.5M | 4.6% | |
| AF Trgt Date 2060 R3 Mutual Fund | Other securities | — | — | $1.4M | 4.2% | |
| AF Balanced Fund R3 Mutual Fund | Other securities | — | — | $841K | 2.6% | |
| JPM Equity Income A Mutual Fund | Other securities | — | — | $762K | 2.3% | |
| FA Mega Cap Stock A Mutual Fund | Other securities | — | — | $714K | 2.2% | |
| IS US Agg Bd Idx A Mutual Fund | Common Collective Trusts | — | — | $607K | 1.9% | |
| AF Trgt Date 2020 R3 Mutual Fund | Other securities | — | — | $593K | 1.8% | |
| I O Global A Mutual Fund | Other securities | — | — | $558K | 1.7% | |
| IS R2000 Sm-Cap A Mutual Fund | Other securities | — | — | $528K | 1.6% | |
| VRTS K Mid-CP Core I Mutual Fund | Other securities | — | — | $508K | 1.6% | |
| IS R Mid-Cap Idx A Mutual Fund | Common Collective Trusts | — | — | $349K | 1.1% | |
| Promissory Loans, maturing through February 7, 2030, collateralized by participant accounts, with interest rates * Participant Loans of 9.00 % through 9.25% | Bonds / Notes | — | — | $326K | 1.0% | |
| IS Msci Eafe Intl A Mutual Fund | Other securities | — | — | $324K | 1.0% | |
| Victory ESTB Value A Mutual Fund | Other securities | — | — | $291K | 0.9% | |
| FA Total Bond A Mutual Fund | Other securities | — | — | $287K | 0.9% | |
| AF Trgt Date 2015 R3 Mutual Fund | Other securities | — | — | $273K | 0.8% | |
| INVS Small Cap Growth A Mutual Fund | Other securities | — | — | $241K | 0.7% | |
| JPM US Small Co A Mutual Fund | Common Stocks | — | — | $204K | 0.6% | |
| FA Real Estate A Mutual Fund | Other securities | — | — | $203K | 0.6% | |
| I O Gold Spl Min A Mutual Fund | Other securities | — | — | $176K | 0.5% | |
| FA Strat Income A Mutual Fund | Other securities | — | — | $151K | 0.5% | |
| I O Develop Mkt A Mutual Fund | Other securities | — | — | $100K | 0.3% | |
| AF Trgt Date 2010 R3 Mutual Fund | Other securities | — | — | $42K | 0.1% | |
| CFR 2520.103-5. Our audit did not extend to the certified investment information, except for | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
