Michael Goggans signed TSG Cennox, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TSG Cennox, LLC's EIN is 84-5114630.
Download the official 2024 Form 5500 (PDF) for TSG Cennox, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TSG Cennox, LLC'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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | — | NEW YORK, NY | INVESTMENT ADVISOR | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $4.3M | 15.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $4.0M | 14.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.9M | 14.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4122626 / PN 456 | Common Collective Trust | — | — | $3.3M | 12.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.1M | 11.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.0M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 4.6% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $812K | 3.0% | |
| due through December 2028 | Other securities | — | — | $692K | 2.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $510K | 1.9% | |
| Group Annuity Contract * Empower Fixed Income Account | Common Stocks | — | — | $430K | 1.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $428K | 1.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $426K | 1.6% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $369K | 1.3% | |
| Allspring Core Plus Bond Fund | Mutual Funds | — | — | $167K | 0.6% | |
| American Funds US Government Sec Fund | Mutual Funds | — | — | $97K | 0.4% | |
| Blackrock High-Yield Bond Fund | Other securities | — | — | $86K | 0.3% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $86K | 0.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.3% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $68K | 0.2% | |
| Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $59K | 0.2% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $45K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $25K | <0.1% | |
| MFS Mid-Cap Value Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Invesco Discovery Mid-Cap Growth Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $1K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK MARTIN POULSON, PC | 87-0467907 | — | TPA | $9K | — |
