Christine SUHS signed Crete Mechanical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crete Mechanical Group, Inc.'s EIN is 85-3064334.
Download the official 2024 Form 5500 (PDF) for Crete Mechanical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crete Mechanical Group, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $173K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $54K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICES | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $17.5M | 15.1% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $12.6M | 10.9% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $10.2M | 8.8% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $10.0M | 8.6% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $9.0M | 7.7% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $5.8M | 5.0% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $4.8M | 4.1% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $4.4M | 3.8% | |
| Fully Benefit-Responsive Investment Contracts * Empower Life & Annuity Insurance Company of NY EI Fixed Account - Series Class I | Common Stocks | — | — | $4.4M | 3.8% | |
| Western Asset Core Bond Is | Other securities | — | — | $4.2M | 3.6% | |
| Fidelity Investments Total International Index | Mutual Funds | — | — | $4.0M | 3.4% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $3.4M | 2.9% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $3.4M | 2.9% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $2.1M | 1.8% | |
| Self-Directed Brokerage Accounts * Empower Trust Company Corporate Stocks | Self-Directed Brokerage | — | — | $2.0M | 1.7% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $1.8M | 1.5% | |
| PGIM Jennison Growth R6 | Other securities | — | — | $1.7M | 1.5% | |
| DREYFUS Government Cash Mgmt Inst | Mutual Funds | — | — | $1.7M | 1.5% | |
| Participant Loans*** Various interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.6M | 1.4% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $1.5M | 1.3% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $1.4M | 1.2% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $1.1M | 0.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $792K | 0.7% | |
| Black Rock Mid-cap Growth Equity K | Other securities | — | — | $752K | 0.6% | |
| MFS Investment Management Intl Diversification R6 | Mutual Funds | — | — | $648K | 0.6% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $611K | 0.5% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $492K | 0.4% | |
| PGIM US Real Estate R6 | Other securities | — | — | $469K | 0.4% | |
| Empower Trust Company Money Market Funds | Cash / Money Market | — | — | $370K | 0.3% | |
| Dimensional Fund Advisors DFA International | Mutual Funds | — | — | $344K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Large-cap | Mutual Funds | — | — | $283K | 0.2% | |
| Dimensional Fund Advisors DFA Short-term | Mutual Funds | — | — | $251K | 0.2% | |
| Schwab Funds Schwab S&P 500 | Common Collective Trusts | — | — | $156K | 0.1% | |
| Allspring Small Company Value R6 | Common Stocks | — | — | $142K | 0.1% | |
| Dimensional Fund Advisors DFA U.S. Large | Mutual Funds | — | — | $116K | <0.1% | |
| Dimensional Fund Advisors DFA U.S. Micro-cap | Mutual Funds | — | — | $112K | <0.1% | |
| Dimensional Fund Advisors DFA U.S. Small-cap | Mutual Funds | — | — | $97K | <0.1% | |
| MFS Investment Management Mid Cap Value R6 | Mutual Funds | — | — | $88K | <0.1% | |
| Dimensional Fund Advisors DFA Investment | Mutual Funds | — | — | $83K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real | Mutual Funds | — | — | $70K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging | Mutual Funds | — | — | $44K | <0.1% | |
| Dimensional Fund Advisors DFA U.S. Core | Mutual Funds | — | — | $40K | <0.1% | |
| Alger Small Cap Focus Y | Other securities | — | — | $29K | <0.1% | |
| Dimensional Fund Advisors DFA Commodity | Mutual Funds | — | — | $25K | <0.1% | |
| Empower Trust Company Corporate Bonds | Common Stocks | — | — | $10K | <0.1% | |
| Eaton Vance Management Eaton Vance Enhanced | Other securities | — | — | $5K | <0.1% | |
| FIDELITY ADVISOR STABLE VALUE PORT FIDELITY ADVISOR · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
