KAE Kaske signed United Sugar Producers and Refiners Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Sugar Producers and Refiners Cooperative's EIN is 92-2541418.
Download the official 2024 Form 5500 (PDF) for United Sugar Producers and Refiners Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Sugar Producers and Refiners Cooperative'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Class R1 Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $7.3M | 18.7% | |
| AllianceBernstein Large Cap Growth Z N/R | Other securities | — | — | $3.9M | 9.9% | |
| R1 Janus Henderson Balanced N Fund N/R | Mutual Funds | — | — | $3.3M | 8.4% | |
| Vanguard Total Intl Stock Index Adm N/R | Mutual Funds | — | — | $3.2M | 8.1% | |
| Galliard Capital Management Stable Return Fund C N/R | Other securities | — | — | $3.1M | 7.9% | |
| Fee Class R1 Vanguard Interm-Term Bond Index N/R | Mutual Funds | — | — | $2.5M | 6.5% | |
| Great Gray International Growth Fund II N/R | Other securities | — | — | $2.2M | 5.7% | |
| JPMorgan Small Cap Growth R6 N/R | Other securities | — | — | $2.2M | 5.6% | |
| Admiral Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $1.7M | 4.4% | |
| Admiral Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.0M | 2.7% | |
| Baird Aggregate Bond Inst N/R | Other securities | — | — | $962K | 2.5% | |
| Great Gray Large Cap Value Fund N/R | Other securities | — | — | $926K | 2.4% | |
| BlackRock Lifepath Index 2035 K N/R | Other securities | — | — | $898K | 2.3% | |
| BlackRock Lifepath Index 2045 K N/R | Other securities | — | — | $800K | 2.0% | |
| BlackRock Lifepath Index Retirement K N/R | Other securities | — | — | $756K | 1.9% | |
| Great Gray Mid Cap Growth Fund Fee N/R | Other securities | — | — | $628K | 1.6% | |
| BlackRock Lifepath Index 2030 K N/R | Other securities | — | — | $623K | 1.6% | |
| BlackRock Lifepath Index 2055 K N/R | Other securities | — | — | $605K | 1.5% | |
| BlackRock Lifepath Index 2040 K N/R | Other securities | — | — | $516K | 1.3% | |
| BlackRock Lifepath Index 2060 K N/R | Other securities | — | — | $462K | 1.2% | |
| Great Gray Emerging Markets Fund II N/R 314 CL R1 * Participant Loans Interest rates of 3.25% - $0 | Bonds / Notes | — | — | $452K | 1.2% | |
| R1 Great Gray Small Cap Value Fund II N/R | Other securities | — | — | $383K | 1.0% | |
| BlackRock Lifepath Index 2050 K N/R | Other securities | — | — | $351K | 0.9% | |
| Class R1 Great Gray Mid Cap Value Fee Class N/R | Other securities | — | — | $302K | 0.8% | |
| BlackRock Lifepath Index 2065 K N/R | Other securities | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
