Strategic Benefits Plus, LLC's EIN is 88-0883913.
Download the official 2024 Form 5500 (PDF) for Strategic Benefits Plus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Benefits Plus, 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 INS CO AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $705K | 18.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $598K | 15.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $426K | 11.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $352K | 9.2% | |
| American Funds American Funds Growth Portfolio R-6 | Mutual Funds | — | — | $216K | 5.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $199K | 5.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $154K | 4.0% | |
| STATE STREET RUSSELL SMALL CAP II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $153K | 4.0% | |
| MFS Investment Mgt Mfs International Growth R6 | Mutual Funds | — | — | $128K | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $126K | 3.3% | |
| Blackrock Ishares Russell Mid-Cap Index K | Other securities | — | — | $114K | 3.0% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $95K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $63K | 1.6% | |
| T.Rowe T. Rowe Price Global Stock I | Other securities | — | — | $52K | 1.3% | |
| maturing through December 2029 | Other securities | — | — | $46K | 1.2% | |
| SSGA REAL ASSET FUND C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $42K | 1.1% | |
| * Empower Ei Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $39K | 1.0% | |
| Empower Core Bond Fund Inst | Other securities | — | — | $37K | 1.0% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $36K | 0.9% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $31K | 0.8% | |
| JP Morgan Jpmorgan Large Cap Growth R6 | Other securities | — | — | $25K | 0.7% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $21K | 0.6% | |
| American Funds American Funds Gr And Inc Port R-6 | Mutual Funds | — | — | $14K | 0.4% | |
| Blackrock Strategic Global Bond K | Other securities | — | — | $10K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $6K | 0.2% | |
| JP Morgan Jpmorgan Income R6 | Other securities | — | — | $6K | 0.2% | |
| First Trust Federated Hermes Total Return Bond R6 | Other securities | — | — | $6K | 0.2% | |
| American Funds Amer Funds Conserv G/I Portfolio R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise N | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST. LOUIS, MO |
| INVESTMENT ADV |
| $19K |
| — |
