Kimberly Eifler signed Arctera US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arctera US LLC's EIN is 99-3609606.
Download the official 2024 Form 5500 (PDF) for Arctera US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arctera US LLC'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 | 84-0467907 | — | NONE | $433K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $241K | — |
| Name | EIN | Location | Relation | Direct 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Mutual funds | Common Collective Trusts | — | — | $118.8M | 19.3% | |
| T. Rowe Price Structured Research Common Trust Collective trusts | Common Collective Trusts | — | — | $70.4M | 11.5% | |
| T ROWE PRICE RETIRE HYBRID 2040 TRS T. ROWE PRICE · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $37.2M | 6.1% | |
| T ROWE PRICE RETIRE HYBRID 2035 TRS T. ROWE PRICE · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $36.4M | 5.9% | |
| Vanguard Mid Cap Index Institutional Fund Mutual funds | Mutual Funds | — | — | $29.8M | 4.8% | |
| T ROWE PRICE RETIRE HYBRID 2045 TRS T. ROWE PRICE · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $29.4M | 4.8% | |
| T ROWE PRICE RETIRE HYBRID 2030 TRS T. ROWE PRICE · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $28.5M | 4.6% | |
| Vanguard Total International Stock Index Institutional Fund Mutual funds | Mutual Funds | — | — | $28.1M | 4.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $26.3M | 4.3% | |
| Vanguard Total Bond Market Index Institutional Fund Mutual funds | Mutual Funds | — | — | $24.3M | 4.0% | |
| T ROWE PRICE RETIRE HYBRID 2050 TRS T. ROWE PRICE · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $24.3M | 4.0% | |
| Self-directed Schwab brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $24.0M | 3.9% | |
| Vanguard Small Cap Index Institutional Fund Mutual funds | Mutual Funds | — | — | $21.7M | 3.5% | |
| T ROWE PRICE RETIRE HYBRID 2025 TRS T. ROWE PRICE · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $20.5M | 3.3% | |
| International Core Stock Fund Mutual funds | Other securities | — | — | $18.6M | 3.0% | |
| Frontier Small Cap Core Fund Mutual funds | Other securities | — | — | $15.9M | 2.6% | |
| T ROWE PRICE RETIRE HYBRID 2055 TRS FRONTEGRA FUNDS · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $15.0M | 2.4% | |
| Midcap Core Stock Fund Mutual funds | Other securities | — | — | $14.3M | 2.3% | |
| Dodge & Cox Income Fund Class X Mutual funds | Mutual Funds | — | — | $10.7M | 1.7% | |
| T ROWE PRICE RETIRE HYBRID 2020 TRS T. ROWE PRICE · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $6.3M | 1.0% | |
| T ROWE PRICE RETIRE HYBRID 2060 TRS T. ROWE PRICE · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $4.6M | 0.7% | |
| T ROWE PRICE RETIRE HYBRID BAL TRST T. ROWE PRICE · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $3.5M | 0.6% | |
| 9.50%, maturing through February 2039 - | Bonds / Notes | — | — | $2.9M | 0.5% | |
| T ROWE PRICE RETIRE HYBRID 2015 TRS T. ROWE PRICE · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| T ROWE PRICE RETIRE HYBRID 2065 TRS T. ROWE PRICE · EIN 35-6785642 / PN 000 | Common Collective Trust | — | — | $817K | 0.1% | |
| T ROWE PRICE RETIRE HYBRID 2010 TRS T. ROWE PRICE · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $537K | <0.1% | |
| T ROWE PRICE RETIRE HYBRID 2005 TRS T. ROWE PRICE · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $80K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| VENABLE, LLP | — | BALTIMORE, MD | NONE | $62K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $40K | — |
| MOSS ADAMS LLP | — | PASADENA, CA | NONE | $38K | — |
| HYAS GROUP, LLC | — | PORTLAND, OR | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| QDRO CONSULTANTS CO LLC | 34-1820650 | — | NONE | $600 | — |
