ADAM Ortiz signed ABLE Maintenance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ABLE Maintenance, Inc.'s EIN is 94-2252027.
Download the official 2024 Form 5500 (PDF) for ABLE Maintenance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ABLE Maintenance, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $42K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.7M | 13.6% | |
| Western Asset Core Bond Fund Mutual Fund | Other securities | — | — | $1.9M | 9.8% | |
| Empower Investments Fixed Account Fixed Annuity | Other securities | — | — | $1.9M | 9.3% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.4M | 7.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 6.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 5.1% | |
| PIMCO Real Return Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 5.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $768K | 3.9% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $646K | 3.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $619K | 3.1% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $610K | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $593K | 3.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $472K | 2.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $453K | 2.3% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $414K | 2.1% | |
| Invesco Emerging Markets All Cap Fund Mutual Fund | Mutual Funds | — | — | $395K | 2.0% | |
| Lord Abbett Bond Debenture Fund Mutual Fund | U.S. Treasuries | — | — | $289K | 1.5% | |
| BlackRock Strategic Income Opportunities Fund Mutual Fund | Other securities | — | — | $263K | 1.3% | |
| American Funds Fundamental Investors Fund Mutual Fund | Mutual Funds | — | — | $236K | 1.2% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $228K | 1.1% | |
| Alger Capital Appreciation Fund Mutual Fund | Other securities | — | — | $216K | 1.1% | |
| Fidelity Advisor Capital & Income Fund Mutual Fund | Mutual Funds | — | — | $208K | 1.0% | |
| American Century Real Estate Fund Mutual Fund | Other securities | — | — | $189K | 1.0% | |
| Fidelity Advisor Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $135K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $112K | 0.6% | |
| American Funds American Balanced Fund Mutual Fund | Mutual Funds | — | — | $94K | 0.5% | |
| MFS International Intrinsic Value Fund Mutual Fund | Mutual Funds | — | — | $83K | 0.4% | |
| MFS New Discovery Fund Mutual Fund | Mutual Funds | — | — | $66K | 0.3% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $53K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund | Other securities | — | — | $39K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FINANCIAL ADVOCATES INVESTMENT MANA |
| — |
| OLYMPIA, WA |
| INVESTMENT ADVISOR |
| $71K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | — | SAN JOSE, CA | AUDITOR | $5K | — |
