Jamie Tiano signed CIM Group, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CIM Group, L.P.'s EIN is 95-4799326.
Download the official 2024 Form 5500 (PDF) for CIM Group, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CIM Group, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $150 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET IDX INS GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $25.1M | 18.5% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $15.4M | 11.4% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $13.5M | 10.0% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $12.4M | 9.2% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $9.8M | 7.3% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $8.3M | 6.1% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $7.2M | 5.4% | |
| BNY MELLON APPRECIATION Y GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $4.7M | 3.5% | |
| Empower Trust Company, LLC Key Guaranteed Portfolio Fund (including forfeiture $708,522) | Common Stocks | — | $709K | $4.1M | 3.0% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $3.7M | 2.8% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $3.4M | 2.5% | |
| VANGUARD SMALL CAP INDEX ADM GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.7M | 2.0% | |
| VANGUARD INTERNATIONAL GROWTH ADM GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.2M | 1.6% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.2M | 1.6% | |
| MACQUARIE SMALL CAP VALUE R6 GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.6% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.5% | |
| Empower Trust Company, LLC MFS Mid Cap Growth CIT Class 2W | Common Collective Trusts | — | — | $2.0M | 1.5% | |
| Empower Trust Company, LLC MFS International Equity CIT CL 2 | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| FIDELITY MID CAP INDEX GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.6M | 1.2% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.6M | 1.2% | |
| COHEN & STEERS REAL ESTATE SECURITI GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| ALLSPRING CORE PLUS BOND R6 GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| (1) Empower Trust Company, LLC Notes Receivable from Participants | Common Stocks | — | — | $1.3M | 0.9% | |
| FIDELITY US BOND INDEX GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.9% | |
| MASSMUTUAL INF-PROT AND INC I GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $860K | 0.6% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $708K | 0.5% | |
| VICTORY SYCAMORE ESTABLISHED VALUE GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $698K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $565K | 0.4% | |
| Empower Trust Company, LLC Vanguard Treasury | Mutual Funds | — | — | $454K | 0.3% | |
| Empower Trust Company, LLC Vanguard | Mutual Funds | — | — | $389K | 0.3% | |
| Empower Trust Company, LLC Baron Partners Fund | Common Stocks | — | — | $334K | 0.2% | |
| HARTFORD INTERNATIONAL VALUE R6 GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| Empower Trust Company, LLC BlackRock | Common Stocks | — | — | $21K | <0.1% | |
| WASATCH CORE GROWTH GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $20K | <0.1% | |
| Empower Trust Company, LLC Cash and Cash Equivalents | Cash / Money Market | — | — | $14K | <0.1% | |
| AMERICAN FUNDS 2070 TRGT DATE RETIR GREAT WEST INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $853 | <0.1% |
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 |
|---|---|---|---|---|---|
| SAN DIEGO PENSION CONSULTANTS, INC | — | SAN DIEGO, CA | TPA | $63K | — |
