Andrew Nguyen signed Cultivate Administrative Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cultivate Administrative Services' EIN is 85-3950335.
Download the official 2024 Form 5500 (PDF) for Cultivate Administrative Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cultivate Administrative 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | — | NEW YORK, NY | INVESTMENT ADVISOR | $23K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $7.7M | 99.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.1M | 26.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.8M | 22.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.3M | 17.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $548K | 7.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $189K | 2.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $178K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $151K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $64K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $35K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $14K | — |
