Mid-State Management, Inc.'s EIN is 04-3139858.
Download the official 2024 Form 5500 (PDF) for Mid-State Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-State Management, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.7M | 84.2% | |
| [Assets held in common collective trust] | Other | — | — | $334K | 2.1% | |
| [Assets held in participant loans] | Other | — | — | $212K | 1.3% | |
| BLACKROCK MID CAP EQUITY INDEX FEE GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $163K | 1.0% | |
| BLACKROCK EAFE EQUITY INDEX 46 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $88K | 0.5% | |
| BLACKROCK EMERGING MARKETS EQ IDX 4 GREAT GRAY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $83K | 0.5% |
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $17K | — |
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMIN | $3K | — |
