KARA Shear signed Quarterra Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quarterra Services, LLC's EIN is 88-0658257.
Download the official 2024 Form 5500 (PDF) for Quarterra Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quarterra Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $72K | — |
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 |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MADISON, WI | AUDITOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Instl N/R | Mutual Funds | — | — | $10.0M | 15.9% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $7.8M | 12.3% | |
| * Empower Annuity Insurance Guaranteed Income Fund N/R | Guaranteed Income / GIC | — | — | $6.7M | 10.7% | |
| American Funds American Funds EuroPacific Gr R6 N/R | Mutual Funds | — | — | $6.4M | 10.2% | |
| The Vanguard Group Vanguard Total Intl Stock Index Admiral N/R | Mutual Funds | — | — | $6.4M | 10.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $5.3M | 8.4% | |
| The Vanguard Group Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $5.0M | 7.9% | |
| Admiral The Vanguard Group Vanguard Extended Market Idx Adm N/R | Common Collective Trusts | — | — | $3.2M | 5.1% | |
| T. Rowe Price T. Rowe Price Integrated US SM GR EQ I N/R | Other securities | — | — | $2.8M | 4.4% | |
| MFS Government Markets MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $2.8M | 4.4% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $2.2M | 3.5% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| Company * Participant Loans Interest rates: 4.75% - 10.00% $0 | Bonds / Notes | — | — | $732K | 1.2% | |
| Dodge & Cox Dodge & Cox Income X N/R | Mutual Funds | — | — | $171K | 0.3% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% |
