Anita Simmons signed CPG Beyond, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPG Beyond, Inc.'s EIN is 90-0855545.
Download the official 2024 Form 5500 (PDF) for CPG Beyond, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPG Beyond, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $26K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERAT 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.8M | 26.9% | |
| FLEXPATH INDEX MODERAT 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $3.1M | 21.9% | |
| FLEXPATH INDEX MODERAT 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.8M | 12.6% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.4M | 9.7% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $582K | 4.1% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $573K | 4.1% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $476K | 3.4% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $380K | 2.7% | |
| Principal Fixed Income Guaranteed Option Investment Contract | Other securities | — | — | $334K | 2.4% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $312K | 2.2% | |
| FLEXPATH INDEX MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $239K | 1.7% | |
| BlackRock Equity Index Fund Common Collective Trust | Common Collective Trusts | — | — | $231K | 1.6% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $231K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $186K | 1.3% | |
| Participant loans Interest rates from 4.25% to 8.50% $- | Bonds / Notes | — | — | $174K | 1.2% | |
| PIMCO Income Institutional Fund Mutual fund | Mutual Funds | — | — | $90K | 0.6% | |
| FLEXPATH INDEX AGGRE RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $84K | 0.6% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $83K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $74K | 0.5% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $40K | 0.3% | |
| Principal Diversified International Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $39K | 0.3% | |
| American Funds American Hi-Inc TRS R6 Fund Mutual fund | Mutual Funds | — | — | $35K | 0.2% | |
| FLEXPATH INDEX AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $33K | 0.2% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $33K | 0.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $20K | 0.1% | |
| (E) | Other securities | — | $33K | $17K | 0.1% | |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $17K | 0.1% | |
| Principal Core Fixed Income Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $17K | 0.1% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $14K | 0.1% | |
| BlackRock Strategic Global Bond K Fund Mutual fund | Other securities | — | — | $11K | <0.1% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
