Joseph Tristine signed Precision Resource, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Resource, Inc.'s EIN is 06-0855976.
Download the official 2024 Form 5500 (PDF) for Precision Resource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Resource, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $19.0M | 30.6% | |
| Empower Annuity Insurance Company Mainstay Winslow Large Cap | Common Stocks | — | — | $7.1M | 11.4% | |
| Growth R6 * Empower Annuity Insurance Company Fidelity 500 Index | Common Collective Trusts | — | — | $6.8M | 11.0% | |
| Empower Annuity Insurance Company American Funds Europacific Gr | Mutual Funds | — | — | $5.9M | 9.5% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $4.8M | 7.8% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $3.8M | 6.1% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $3.7M | 5.9% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $3.0M | 4.9% | |
| R6 * Empower Annuity Insurance Company Mfs New Discovery Value R6 | Mutual Funds | — | — | $1.6M | 2.5% | |
| Empower Annuity Insurance Company Massmutual Mid Cap Growth I | Common Stocks | — | — | $1.4M | 2.3% | |
| Notes receivable from participants interest rates at 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 2.0% | |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $736K | 1.2% | |
| Empower Annuity Insurance Company Fidelity Small Cap Index | Mutual Funds | — | — | $624K | 1.0% | |
| Empower Annuity Insurance Company Fidelity Mid Cap Index | Mutual Funds | — | — | $510K | 0.8% | |
| Empower Annuity Insurance Company Advisor Focused Emerging | Common Stocks | — | — | $400K | 0.6% | |
| Market Fund Z * Empower Annuity Insurance Company Fidelity US Bond Index | Mutual Funds | — | — | $117K | 0.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | 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.
