Katherine Kennedy signed Morrison Child and Family Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison Child and Family Services' EIN is 93-0354176.
Download the official 2024 Form 5500 (PDF) for Morrison Child and Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison Child and Family Services' 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 | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST CAPITAL MANAGEMENT, INC D |
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 | |||||
|---|---|---|---|---|---|---|
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $1.1M | 14.5% | |
| EMPOWER LIFETIME 2050 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $909K | 12.3% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $834K | 11.3% | |
| EMPOWER LIFETIME 2015 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $655K | 8.8% | |
| Calvert Bond I Shares of registered investment companies 10 Fidelity 500 Index Shares of registered investment companies | U.S. Treasuries | — | — | $593K | 8.0% | |
| EMPOWER LIFETIME 2030 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $505K | 6.8% | |
| T. Rowe Price Large-Cap Growth Shares of registered investment companies | Other securities | — | — | $411K | 5.5% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $383K | 5.2% | |
| Fidelity International Index Shares of registered investment companies | Mutual Funds | — | — | $299K | 4.0% | |
| EMPOWER LIFETIME 2060 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 052 | Common Collective Trust | — | — | $272K | 3.7% | |
| Fidelity US Bond Index Shares of registered investment companies | Mutual Funds | — | — | $184K | 2.5% | |
| EMPOWER LIFETIME 2020 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $174K | 2.3% | |
| EMPOWER LIFETIME 2040 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $158K | 2.1% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $113K | 1.5% | |
| JPMorgan Equity Income Shares of registered investment companies | Other securities | — | — | $112K | 1.5% | |
| Fidelity Mid-Cap Index Shares of registered investment companies | Mutual Funds | — | — | $106K | 1.4% | |
| Fidelity Emerging Markets Index Shares of registered investment companies | Mutual Funds | — | — | $103K | 1.4% | |
| Parnassus Core Equity Shares of registered investment companies | Other securities | — | — | $102K | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $88K | 1.2% | |
| Fidelity Small-Cap Index Shares of registered investment companies | Mutual Funds | — | — | $79K | 1.1% | |
| Vanguard Short Term Inflation Prot Sec Indx Shares of registered investment companies | Mutual Funds | — | — | $31K | 0.4% | |
| T. Rowe Price Mid-Cap Growth Shares of registered investment companies 44 T. Rowe Price Overseas Stock Shares of registered investment companies | Other securities | — | — | $27K | 0.4% | |
| Vanguard FTSE Social Index Shares of registered investment companies | Mutual Funds | — | — | $25K | 0.3% | |
| JPMorgan Small-Cap Equity Shares of registered investment companies | Other securities | — | — | $22K | 0.3% | |
| Vanguard Total Intl Bond Index Shares of registered investment companies | Mutual Funds | — | — | $21K | 0.3% | |
| GQG Partners Emerging Markets Shares of registered investment companies | Other securities | — | — | $13K | 0.2% | |
| Fidelity Short Term Bond Index Shares of registered investment companies | Mutual Funds | — | — | $12K | 0.2% | |
| Victory Core Plus Intermediate Bond R6 Shares of registered investment companies | Other securities | — | — | $10K | 0.1% | |
| Blackrock High Yield Bond Intl Shares of registered investment companies | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LAKE OSWEGO, OR |
| INVESTMENT ADVISOR |
| $18K |
| — |
