Evelyn Peralta signed Premium Guard, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premium Guard, Inc.'s EIN is 11-3139622.
Download the official 2024 Form 5500 (PDF) for Premium Guard, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premium Guard, Inc.'s plan includes 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANNAGEMENT | $14K | — |
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 20.9% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $843K | 14.7% | |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $613K | 10.7% | |
| INDEX SELECT MODERATE 2045 FUND GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $600K | 10.5% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $358K | 6.3% | |
| Fidelity Investments Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $260K | 4.5% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $238K | 4.2% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $179K | 3.1% | |
| American Century American Century Inflation Adj Bond R6 | Other securities | — | — | $176K | 3.1% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $163K | 2.9% | |
| Blackrock 40/60 Target Allocation K | Other securities | — | — | $124K | 2.2% | |
| American Funds American Funds American High Income Tr R6 | Mutual Funds | — | — | $114K | 2.0% | |
| SSGA RUSSELL SC VALUE INDEX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $99K | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Value Index | Mutual Funds | — | — | $95K | 1.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $83K | 1.5% | |
| Fidelity Investments Fidelity Real Estate Index | Mutual Funds | — | — | $77K | 1.3% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $66K | 1.2% | |
| Blackrock 60/40 Target Allocation K ** 1 Blackrock 80/20 Target Allocation K | Other securities | — | — | $64K | 1.1% | |
| DFA Commodity Strategy I | Mutual Funds | — | — | $61K | 1.1% | |
| American Century American Century Focused Global Growth R6 | Mutual Funds | — | — | $53K | 0.9% | |
| SSGA RUSSELL SC GROWTH INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $53K | 0.9% | |
| INDEXSELECT MODERATE 2065 FUND GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $51K | 0.9% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $46K | 0.8% | |
| Blackrock 20/80 Target Allocation K | Other securities | — | — | $42K | 0.7% | |
| American Century American Century Ultra R6 | Other securities | — | — | $35K | 0.6% | |
| Blackrock Total Return K | Other securities | — | — | $24K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $12K | 0.2% | |
| INDEXSELECT CONSERVATIVE FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JAMES D. COLLIER & CO | — | MEMPHIS, TN | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. | 62-0842964 | MEMPHIS, TN | TPA | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR | — | CHICAGO, IL | OTHER | $2K | — |
