Benjamin Bowman signed Enhance Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enhance Management LLC's EIN is 88-4257079.
Download the official 2024 Form 5500 (PDF) for Enhance Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enhance Management 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 OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $990 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $720 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R6 51,530 shares | Mutual Funds | — | $52K | $1.1M | 26.9% | |
| American Funds 2045 Trgt Date Retire R6 27,390 shares | Mutual Funds | — | $27K | $581K | 14.7% | |
| Fidelity 500 Index 2,836 shares | Common Collective Trusts | — | $3K | $579K | 14.7% | |
| American Funds 2055 Trgt Date Retire R6 8,626 shares | Mutual Funds | — | $9K | $228K | 5.8% | |
| American Funds 2060 Trgt Date Retire R6 11,400 shares | Mutual Funds | — | $11K | $204K | 5.2% | |
| American Funds 2050 Trgt Date Retire R6 7,638 shares | Mutual Funds | — | $8K | $160K | 4.1% | |
| American Funds 2030 Trgt Date Retire R6 7,867 shares | Mutual Funds | — | $8K | $136K | 3.5% | |
| Ishares Msci Eafe International Index K 6,488 shares | Other securities | — | $6K | $99K | 2.5% | |
| American Funds 2025 Trgt Date Retire R6 6,055 shares | Mutual Funds | — | $6K | $92K | 2.3% | |
| Fidelity Mid Cap Index 2,537 shares | Mutual Funds | — | $3K | $86K | 2.2% | |
| Fidelity Small Cap Index 2,947 shares | Mutual Funds | — | $3K | $82K | 2.1% | |
| American Funds 2035 Trgt Date Retire R6 4,269 shares | Mutual Funds | — | $4K | $81K | 2.1% | |
| Blackrock Total Return K 6,647 shares | Other securities | — | $7K | $65K | 1.6% | |
| Fidelity Advisor(r) Small Cap Z 1,736 shares | Mutual Funds | — | $2K | $57K | 1.4% | |
| JPMorgan Emerging Markets Equity R6 1,778 shares | Other securities | — | $2K | $54K | 1.4% | |
| American Funds 2015 Trgt Date Retire R6 4,206 shares | Mutual Funds | — | $4K | $52K | 1.3% | |
| Fixed Annuity General Account Fixed Annuities | Other securities | — | — | $50K | 1.3% | |
| Ishares U.S. Aggregate Bond Index K 5,012 shares | Other securities | — | $5K | $45K | 1.1% | |
| American Funds International Vntg R6 2,012 shares | Mutual Funds | — | $2K | $33K | 0.8% | |
| Allspring Special Mid Cap Value R6 472 shares | Mutual Funds | — | — | $23K | 0.6% | |
| Janus Henderson Growth And Income N 303 shares | Mutual Funds | — | — | $21K | 0.5% | |
| American Funds 2010 Trgt Date Retire R6 1,265 shares | Mutual Funds | — | $1K | $15K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 719 shares | Mutual Funds | — | — | $13K | 0.3% | |
| American Funds Inflation Linked Bd R6 1,358 shares | Mutual Funds | — | $1K | $12K | 0.3% | |
| Invesco Real Estate R6 542 shares | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds 2020 Trgt Date Retire R6 190 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST. LOUIS, MO |
| INVESTMENT ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS, INC. | — | OKLAHOMA CITY, OK | CONTRACT ADMIN | $4K | — |
