Lynnea Castillo signed Touchstone Communities 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Touchstone Communities 401(k) Plan's EIN is 90-0282359.
Download the official 2024 Form 5500 (PDF) for Touchstone Communities 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Touchstone Communities 401(k) Plan'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 | $268K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $6.1M | 18.7% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $4.6M | 14.0% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $4.0M | 12.3% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $3.8M | 11.7% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $3.1M | 9.6% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $2.2M | 6.8% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $1.7M | 5.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $994K | 3.1% | |
| JPMorgan Growth Advantage Fund R6 | Other securities | — | — | $834K | 2.6% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $832K | 2.6% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $830K | 2.6% | |
| Empower Annuity Insurance Company of America Unallocated insurance contract - Guaranteed Income Fund | Common Stocks | — | — | $555K | 1.7% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $408K | 1.3% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $338K | 1.0% | |
| Pioneer Bond K | Other securities | — | — | $305K | 0.9% | |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $276K | 0.8% | |
| Empower Trust Company American Funds American Balanced Fund | Mutual Funds | — | — | $261K | 0.8% | |
| Victory Syca Estb Val R6 | Other securities | — | — | $250K | 0.8% | |
| Putnam Equity Income Fund | Mutual Funds | — | — | $218K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $196K | 0.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $189K | 0.6% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $124K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $117K | 0.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $93K | 0.3% | |
| Empower Trust Company Common/collective trust fund - Virtus KAR Small-Cap Growth Fund | Common Collective Trusts | — | — | $74K | 0.2% | |
| KAYNE ANDERSON RUDNICK SC SUST GR C SEI INVESTMENTS · EIN 82-1071429 / PN 000 | Common Collective Trust | — | — | $74K | 0.2% | |
| Wells Fargo Special Mid Cap Value | Other securities | — | — | $43K | 0.1% | |
| JPMorgan US Res Enh Eq R6 | Other securities | — | — | $41K | 0.1% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $20K | <0.1% |
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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $19K | — |
