Kanika Williamson signed ELO Touch Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELO Touch Solutions, Inc.'s EIN is 90-0827586.
Download the official 2024 Form 5500 (PDF) for ELO Touch Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELO Touch Solutions, Inc.'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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.0M | 11.8% | |
| PUTNAM RETIREMENT ADV TRUST 2040 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $4.0M | 11.7% | |
| PUTNAM RETIREMENT ADV 2035 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $3.7M | 11.0% | |
| PUTNAM RETIREMENT ADV 2045 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.9M | 8.6% | |
| Alliance Bernstein AB Large Cap Growth Fund Advisor N/R | Mutual Funds | — | — | $2.2M | 6.3% | |
| PUTNAM RETIREMENT ADV 2030 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.2M | 6.3% | |
| PUTNAM RETIREMENT ADV 2025 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| PUTNAM RETIREMENT ADV 2050 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $1.2M | 3.6% | |
| PUTNAM RETIREMENT ADV 2055 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| BLACKROCK US DEBT INDIX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.0M | 3.1% | |
| Admiral Fund Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $845K | 2.5% | |
| PUTNAM RETIREMENT ADV MATURITY TRST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $734K | 2.2% | |
| PIMCO Income Fund A N/R | Mutual Funds | — | — | $661K | 1.9% | |
| Self-Directed Brokerage Account * Empower Financial Services, Inc. Empower Self-Directed Brokerage N/R | Self-Directed Brokerage | — | — | $661K | 1.9% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $650K | 1.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $637K | 1.9% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $550K | 1.6% | |
| JPMorgan Equity Income Fund R6 N/R | Other securities | — | — | $534K | 1.6% | |
| PUTNAM RETIREMENT ADV 2060 TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $529K | 1.6% | |
| American Funds American Funds EUPAC Fund R2 N/R | Mutual Funds | — | — | $471K | 1.4% | |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $449K | 1.3% | |
| John Hancock John Hancock Disciplined Value Mid N/R | Other securities | — | — | $377K | 1.1% | |
| Cap Fund R4 Goldman Sachs Goldman Sachs Emerging Markets N/R | Other securities | — | — | $331K | 1.0% | |
| Equity Insights Fund Investor Janus Henderson Janus Henderson Enterprise Fund N N/R | Mutual Funds | — | — | $299K | 0.9% | |
| Participant Loans * Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $266K | 0.8% | |
| American Funds American Century Small Cap Value N/R | Mutual Funds | — | — | $182K | 0.5% | |
| Fund R6 Janus Henderson Janus Henderson Triton Fund N N/R | Mutual Funds | — | — | $154K | 0.5% |
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $52K | — |
