Cades Schutte a Limited Liability Law Partnership LLP's EIN is 99-0055190.
Download the official 2024 Form 5500 (PDF) for Cades Schutte a Limited Liability Law Partnership LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cades Schutte a Limited Liability Law Partnership LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 06-1050034 | — | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $17.3M | 15.3% | |
| Vanguard Institutional Index Instl | Mutual Funds | — | — | $14.5M | 12.9% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $12.6M | 11.2% | |
| LARGE CAP GROWTH/JP MORGAN INVST M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $12.6M | 11.2% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $12.2M | 10.8% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $10.4M | 9.3% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $10.4M | 9.3% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $9.0M | 7.9% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $4.2M | 3.7% | |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $4.2M | 3.7% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $3.6M | 3.2% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.6M | 3.2% | |
| American Funds Balanced CL R6 | Mutual Funds | — | — | $3.2M | 2.8% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $2.9M | 2.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.9M | 2.6% | |
| American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $2.8M | 2.5% | |
| American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $2.5M | 2.2% | |
| PGIM Jennison Mid-Cap Growth Z | Other securities | — | — | $2.1M | 1.9% | |
| Allspring Core Plus Bond Instl | Other securities | — | — | $1.9M | 1.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.7M | 1.5% | |
| American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $1.6M | 1.4% | |
| American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $1.4M | 1.3% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $945K | 0.8% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $945K | 0.8% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $808K | 0.7% | |
| American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $787K | 0.7% | |
| First Eagle Global R6 | Other securities | — | — | $758K | 0.7% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $749K | 0.7% | |
| HIGH YIELD BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $749K | 0.7% | |
| Victory Sycamore Established Value I | Other securities | — | — | $735K | 0.7% | |
| American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $733K | 0.7% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $709K | 0.6% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $656K | 0.6% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $656K | 0.6% | |
| Vanguard Total Intl Stk Index Admiral | Mutual Funds | — | — | $584K | 0.5% | |
| AB Small Cap Growth Advisor | Other securities | — | — | $570K | 0.5% | |
| American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $318K | 0.3% | |
| Notes Receivable from Participants | Other securities | — | — | $138K | 0.1% | |
| American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $109K | <0.1% | |
| Janus Henderson Balanced A | Mutual Funds | — | — | $101K | <0.1% | |
| American Funds SMALLCAP World R6 | Mutual Funds | — | — | $80K | <0.1% | |
| American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AON CONSULTING INC |
| 22-2232264 |
| — |
| ACTUARIAL |
| $19K |
| — |
| ALPHAPOINT INC | 14-1884337 | — | INVESTMENT ADVISORY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH LLP | 42-1539623 | — | AUDITOR | $30K | — |
