Plan Sponsor signed McCarthy, Mambro, Bertino, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCarthy, Mambro, Bertino, LLC's EIN is 04-3547823.
Download the official 2024 Form 5500 (PDF) for McCarthy, Mambro, Bertino, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCarthy, Mambro, Bertino, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $137 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC |
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.
| % of plan | |||
|---|---|---|---|
| COLUMBIA OVERSEAS VALUE CIT FEE CLA GREAT GRAY · EIN 38-4126285 / PN 000 | Common Collective Trust | $0 | — |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | $0 | — |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| — |
| AUSTIN, TX |
| BROKER/ADVISER |
| $0 |
| — |
