Amity Yates signed Janus ET CIE's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Janus ET CIE's EIN is 95-3150326.
Download the official 2024 Form 5500 (PDF) for Janus ET CIE from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Janus ET CIE'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | SANTA BARBARA, CA | INVESTMENT MGMT | $6K | — |
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 Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.8M | 12.5% | |
| JPMorgan SmartRetirement Income Fund | Other securities | — | — | $3.4M | 11.2% | |
| JPMorgan SmartRetirement 2045 Fund | Other securities | — | — | $2.3M | 7.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 6.9% | |
| JPMorgan SmartRetirement 2030 Fund | Other securities | — | — | $2.1M | 6.9% | |
| JPMorgan SmartRetirement 2040 Fund | Other securities | — | — | $1.9M | 6.3% | |
| JPMorgan SmartRetirement 2035 Fund | Other securities | — | — | $1.8M | 6.1% | |
| JPMorgan SmartRetirement 2050 Fund | Other securities | — | — | $1.2M | 4.0% | |
| JPMorgan SmartRetirement 2055 Fund | Other securities | — | — | $1.1M | 3.7% | |
| JPMorgan SmartRetirement 2025 Fund | Other securities | — | — | $1.1M | 3.7% | |
| Fidelity Investments Fidelity Balanced Fund | Mutual Funds | — | — | $915K | 3.0% | |
| JPMorgan SmartRetirement 2060 Fund | Other securities | — | — | $740K | 2.4% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $724K | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $711K | 2.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $684K | 2.3% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $643K | 2.1% | |
| JPMorgan SmartRetirement 2020 Fund | Other securities | — | — | $592K | 2.0% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 3.25% - 8.50% - | Bonds / Notes | — | — | $571K | 1.9% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $529K | 1.7% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $521K | 1.7% | |
| MFS Value Fund | Mutual Funds | — | — | $396K | 1.3% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $364K | 1.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $304K | 1.0% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $301K | 1.0% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $255K | 0.8% | |
| Registered Investment Companies American Funds American Funds New World Fund | Mutual Funds | — | — | $219K | 0.7% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $195K | 0.6% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $153K | 0.5% | |
| PGIM TOTAL RETURN FUND CIT FEE CLAS GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $149K | 0.5% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares Fund | Other securities | — | — | $137K | 0.5% | |
| KAYNE ANDERSON RUDNICK SC SUST GR C KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC · EIN 82-1071429 / PN 000 | Common Collective Trust | — | — | $92K | 0.3% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $80K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $64K | 0.2% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $39K | 0.1% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $18K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
