Akash Khandelwal signed Tpusa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tpusa, Inc.'s EIN is 87-0512021.
Download the official 2024 Form 5500 (PDF) for Tpusa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tpusa, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $376K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $21.0M | 23.9% | |
| Fidelity Us Bond Index Mutual Funds N/A | Mutual Funds | — | — | $10.9M | 12.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.7M | 8.7% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.9M | 7.9% | |
| Fidelity International Index Mutual Funds N/A | Mutual Funds | — | — | $5.6M | 6.4% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.7M | 5.3% | |
| Fidelity Mid Cap Index Mutual Funds N/A | Mutual Funds | — | — | $4.5M | 5.1% | |
| Fidelity Small Cap Index Mutual Funds N/A | Mutual Funds | — | — | $3.9M | 4.5% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.7M | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.0M | 3.4% | |
| Invesco Developing Markets R6 Mutual Funds N/A | Mutual Funds | — | — | $3.0M | 3.4% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.7M | 3.1% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.3M | 2.6% | |
| Notes receivable from participants Maturing 2025-2039 at interest rates of 3.25% - 9.50% - | Bonds / Notes | — | — | $1.7M | 1.9% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $729K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $665K | 0.8% | |
| Empower T. Rowe Price Mid Cap Gr Inst Mutual Funds N/A | Other securities | — | — | $353K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $296K | 0.3% | |
| Victory Sycamore Established Value R6 Mutual Funds N/A | Other securities | — | — | $288K | 0.3% | |
| Dodge & Cox Global Stock X Mutual Funds N/A | Mutual Funds | — | — | $251K | 0.3% | |
| T. Rowe Price Integrated Us Sm Gr Eq I Mutual Funds N/A | Other securities | — | — | $239K | 0.3% | |
| Mfs International Intrinsic Value R6 Mutual Funds N/A | Mutual Funds | — | — | $159K | 0.2% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK FUNDS · EIN 45-2395022 / PN 001 | Common Collective Trust | — | — | $158K | 0.2% | |
| Fidelity Real Estate Index Mutual Funds N/A | Mutual Funds | — | — | $94K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $85K | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $63K | <0.1% | |
| FIDELITY MIP CLASS II FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $16K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $75K |
| — |
