Robert Cortez signed Three7nine Enterprise Management Corporation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Three7nine Enterprise Management Corporation, Inc.'s EIN is 87-2249508.
Download the official 2024 Form 5500 (PDF) for Three7nine Enterprise Management Corporation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Three7nine Enterprise Management Corporation, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $3K | — |
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 | — | — | $3.7M | 96.6% | |
| CALLAN GLIDEPATH 2035 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $704K | 18.1% | |
| CALLAN GLIDEPATH 2045 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $604K | 15.6% | |
| CALLAN GLIDEPATH 2050 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $459K | 11.8% | |
| CALLAN GLIDEPATH 2025 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $388K | 10.0% | |
| CALLAN GLIDEPATH 2040 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $368K | 9.5% | |
| CALLAN GLIDEPATH 2030 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $255K | 6.6% | |
| CALLAN GLIDEPATH 2055 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $227K | 5.8% | |
| CALLAN GLIDEPATH 2020 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $141K | 3.6% | |
| CALLAN GLIDEPATH 2060 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $102K | 2.6% | |
| CALLAN GLIDEPATH 2065 FUND CL R7 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $81K | 2.1% | |
| CALLAN GLIDEPATH RTMT INC FD FEE R7 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $27K | 0.7% | |
| CALLAN GRWTH EQ-R7 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065321 / PN 418 | Common Collective Trust | — | — | $2K | <0.1% | |
| BLACKROCK MSCI ACWI XUS GREAT GRAY TRUST COMPANY, LLC · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $897 | <0.1% | |
| CALLAN S/C EQ R7 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065323 / PN 420 | Common Collective Trust | — | — | $764 | <0.1% | |
| CALLAN INTL EQ R7 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065324 / PN 421 | Common Collective Trust | — | — | $550 | <0.1% | |
| CALLAN VAL EQ R7 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065322 / PN 419 | Common Collective Trust | — | — | $219 | <0.1% | |
| CALLAN GLIDEPATH 2015 FUND FEE CL R GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $1 | <0.1% |
