Caron Holdings, Inc.'s EIN is 88-3464347.
Download the official 2022 Form 5500 (PDF) for Caron Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Caron Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | — | — | $13.1M | 75.8% | |
| [Assets held in common collective trust] | Other | — | — | $3.4M | 19.7% | |
| INVESCO STABLE VALUE TRUST INVESCO ADVISERS, INC. · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.8M | 10.6% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.6M | 9.1% | |
| [Assets held in participant loans] | Other | — | — | $358K | 2.1% |
| KESTRA ADVISORY SERVICES LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $41K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $0 | — |
