Mary ANN Liebert, Inc.'s EIN is 13-3025783.
Download the official 2024 Form 5500 (PDF) for Mary ANN Liebert, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mary ANN Liebert, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $49K | — |
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.3M | 29.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 11.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.8M | 9.6% | |
| Lord Abbett Short Duration Core Bond R6 | Mutual Funds | — | — | $1.5M | 8.4% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.5M | 8.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.2M | 6.4% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $754K | 4.1% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $488K | 2.7% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $480K | 2.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $462K | 2.5% | |
| Jhancock Disciplined Value R6 | Other securities | — | — | $453K | 2.5% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $438K | 2.4% | |
| Goldman Sachs Em Mkts Eq Insghts R6 | Other securities | — | — | $369K | 2.0% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $328K | 1.8% | |
| Vanguard Mid-Cap Grow th Index Admiral | Mutual Funds | — | — | $269K | 1.5% | |
| Notes receivable from participants | Other securities | — | — | $134K | 0.7% | |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $125K | 0.7% | |
| CLEARBRIDGE INTNL GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $120K | 0.7% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $112K | 0.6% | |
| Jhancock Disciplined Value Intl R6 | Other securities | — | — | $99K | 0.5% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $82K | 0.4% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $77K | 0.4% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $73K | 0.4% | |
| Victory Rs Partners R6 | Other securities | — | — | $50K | 0.3% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $49K | 0.3% | |
| T. Row e Price Integrated Us Sm Gr Eq I | Other securities | — | — | $34K | 0.2% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $29K | 0.2% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EAST PROVIDENCE, RI |
| CONTRACT ADMIN |
| $3K |
| — |
