Jessica Stovall signed Improving Corporate Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Improving Corporate Services, LLC's EIN is 85-3771438.
Download the official 2024 Form 5500 (PDF) for Improving Corporate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Improving Corporate Services, 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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $77K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $92.0M | 95.6% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $18.7M | 19.5% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $17.2M | 17.9% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $11.9M | 12.3% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $4.3M | 4.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $2.2M | 2.3% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $2.1M | 2.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $973K | 1.0% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $800K | 0.8% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $735K | 0.8% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $666K | 0.7% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $615K | 0.6% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 R GREAT GRAY · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $614K | 0.6% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $384K | 0.4% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $377K | 0.4% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $346K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $335K | 0.3% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $209K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $46K | <0.1% | |
| RELIANCE TRST NY LIFE ANCHOR-SER I- NEW YORK LIFE (NOT INSURANCE FUND) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $703 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| GREENWOOD VILLAGE, CO |
| OTHER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | OTHER | $7K | — |
