Debbie Calhoun signed Escape Lodging, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Escape Lodging, LLC's EIN is 93-1328932.
Download the official 2024 Form 5500 (PDF) for Escape Lodging, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Escape Lodging, LLC'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $790 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND TRST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $762K | 20.8% | |
| T ROWE PRICE RET BLEND TRST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $486K | 13.2% | |
| T ROWE PRICE RET BLEND TRST 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $440K | 12.0% | |
| T ROWE PRICE RET BLEND TRST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $387K | 10.5% | |
| T ROWE PRICE RET BLEND TRST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $387K | 10.5% | |
| T ROWE PRICE RET BLEND TRST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $293K | 8.0% | |
| T ROWE PRICE RET BLEND TRST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $235K | 6.4% | |
| T ROWE PRICE RET BLEND TRST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $203K | 5.5% | |
| Participant loans | Participant loans | — | — | $94K | 2.6% | |
| T ROWE PRICE RET BLEND TRST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $69K | 1.9% | |
| T. Rowe Price Dividend Growth I | Other securities | — | — | $39K | 1.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $35K | 1.0% | |
| T ROWE PRICE RET BLEND TRST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $28K | 0.8% | |
| T. Rowe Price Intl Value Equity I | Other securities | — | — | $26K | 0.7% | |
| Victory Integrity Mid-Cap Value R6 | Other securities | — | — | $23K | 0.6% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $22K | 0.6% | |
| ClearBridge Mid Cap Growth IS | Other securities | — | — | $19K | 0.5% | |
| MFS Growth R6 | Mutual Funds | — | — | $14K | 0.4% | |
| American Funds New Economy R6 | Mutual Funds | — | — | $13K | 0.4% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $13K | 0.4% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $13K | 0.4% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $13K | 0.3% | |
| BlackRock Inflation Protected Bond K | Other securities | — | — | $11K | 0.3% | |
| Fidelity Equity Dividend Income K | Mutual Funds | — | — | $9K | 0.2% | |
| BlackRock Global Allocation K | Other securities | — | — | $8K | 0.2% | |
| PGIM Jennison Small Company R6 | Common Stocks | — | — | $7K | 0.2% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $7K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $5K | 0.1% | |
| Invesco Balanced-Risk Commodity Strat R6 | Mutual Funds | — | — | $3K | <0.1% | |
| JPMorgan Small Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| Forfeitures available for use | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $668 | — |