JEFF Devaney signed Whitney Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitney Center, Inc.'s EIN is 06-0924891.
Download the official 2024 Form 5500 (PDF) for Whitney Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitney Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $314 | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.5M | 27.6% | |
| Guaranteed Income Fund * MassMututal Capital Preservation Account | Other securities | — | — | $1.0M | 11.4% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $820K | 9.1% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $544K | 6.0% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $372K | 4.1% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $352K | 3.9% | |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $341K | 3.8% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $307K | 3.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $289K | 3.2% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $228K | 2.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $189K | 2.1% | |
| Notes Receivable from Participants * Participant Loans Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $181K | 2.0% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $165K | 1.8% | |
| MFS Value R6 | Mutual Funds | — | — | $160K | 1.8% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $136K | 1.5% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $119K | 1.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $98K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $93K | 1.0% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $91K | 1.0% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $81K | 0.9% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $45K | 0.5% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $23K | 0.3% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $22K | 0.2% | |
| Thornburg Strategic Income R6 | Other securities | — | — | $15K | 0.2% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $14K | 0.2% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| Money Market Funds * MassMututal Premier Holding Account - Prem U.S. Govt Mn | Cash / Money Market | — | — | $7K | <0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $838 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| BROKER/ADVISER |
| $0 |
| — |
