Allison Owen signed CON AM Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CON AM Management Corporation's EIN is 95-3809553.
Download the official 2024 Form 5500 (PDF) for CON AM Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CON AM Management Corporation'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $606K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $54K | — |
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 Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $6.3M | 16.8% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $5.4M | 14.4% | |
| Empower Annuity Insurance Company of America Large Cap Growth Fund | Common Stocks | — | — | $4.9M | 12.9% | |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $4.9M | 12.9% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $4.3M | 11.5% | |
| Baird Aggregate Bond Institutional Fund | Other securities | — | — | $3.4M | 8.9% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $1.7M | 4.6% | |
| MFS Investment Management Mid Cap Value Class Fund | Mutual Funds | — | — | $1.5M | 4.1% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $1.5M | 4.0% | |
| JPMorgan US Research Enhanced Equity Fund | Other securities | — | — | $1.5M | 3.9% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| Franklin Templeton Small Cap Value Fund | Mutual Funds | — | — | $1.2M | 3.2% | |
| Empower Annuity Insurance Company of America SCG Emerald Fund | Common Stocks | — | — | $1.0M | 2.8% | |
| SMALL CAP GROWTH / EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $1.0M | 2.8% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $575K | 1.5% | |
| Fidelity Investments Government Income Fund | Mutual Funds | — | — | $456K | 1.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund | Mutual Funds | — | — | $402K | 1.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $373K | 1.0% | |
| T. Rowe Price Small Cap Stock Fund | Other securities | — | — | $302K | 0.8% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $298K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | — | IRVINE, CA | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UKG INC DBA ULTIMATE SOFTWARE GROUP | — | WESTON, FL | OTHER | $1K | — |
