Colleen Tucker signed Payroll & Insurance Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Payroll & Insurance Group Inc.'s EIN is 01-0606601.
Download the official 2024 Form 5500 (PDF) for Payroll & Insurance Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Payroll & Insurance Group Inc.'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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $100K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH III (MGD BY AM CEN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 434 | Pooled Separate Account | — | — | $18.5M | 11.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $18.1M | 11.4% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $14.8M | 9.3% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $12.9M | 8.1% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $9.3M | 5.8% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $9.3M | 5.8% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $7.4M | 4.6% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $6.6M | 4.2% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $6.3M | 3.9% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $6.1M | 3.8% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $6.0M | 3.8% | |
| MID CAP GROWTH / WESTFIELD CAPITALF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $5.6M | 3.5% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $5.3M | 3.3% | |
| PGIM QUANT SOL MIDCAP CORE EQ (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 538 | Pooled Separate Account | — | — | $4.7M | 3.0% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $4.5M | 2.8% | |
| Vanguard Van Small Cap Index Admir | Mutual Funds | — | — | $4.3M | 2.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.0M | 1.9% | |
| Robeco Investment Management MCV/Robeco Fund | Other securities | — | — | $2.4M | 1.5% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.4M | 1.5% | |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $2.2M | 1.4% | |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 150 | Pooled Separate Account | — | — | $2.2M | 1.4% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $1.8M | 1.1% | |
| Morning Star MFS INTL Division R4 | Mutual Funds | — | — | $1.6M | 1.0% | |
| Invesco Dev Mkts R6 | Mutual Funds | — | — | $1.6M | 1.0% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $1.3M | 0.8% | |
| Vanguard Total Stk Admiral | Mutual Funds | — | — | $1.1M | 0.7% | |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $911K | 0.6% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $878K | 0.6% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $461K | 0.3% | |
| Notes Receivable from Participants * Participant loans 4.25% - 9.50% interest, maturing through July 2033 -0- | Bonds / Notes | — | — | $105K | <0.1% | |
| MID CAP GROWTH / FRONTIER CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 559 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $255 | — |
