Don Pemberton signed Searles Valley Minerals Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Searles Valley Minerals Inc.'s EIN is 13-3579263.
Download the official 2024 Form 5500 (PDF) for Searles Valley Minerals Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Searles Valley Minerals Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $92K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $80 | — |
| EMPOWER FINANCIAL SERVICES, 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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $12.9M | 11.2% | |
| AMERICAN CENTURY RD HYBRID INCOME C AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $10.5M | 9.2% | |
| JPMorgan Core Bond Fund Mutual Fund | Other securities | — | — | $8.2M | 7.2% | |
| JPMCB STABLE ASSET INCOME FUND JPMORGAN CHASE BANK, NA · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $8.2M | 7.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $8.0M | 7.0% | |
| LARGE CAP GROWTH/JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.0M | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2030 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $6.9M | 6.0% | |
| AMERICAN CENTURY RD HYBRID 2035 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $6.7M | 5.8% | |
| AMERICAN CENTURY RD HYBRID 2025 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $5.8M | 5.0% | |
| LARGE CAP GROWTH/AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $5.4M | 4.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $4.5M | 3.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $4.2M | 3.7% | |
| BLACKROCK MID CAP EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.6M | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $2.5M | 2.2% | |
| Alliance Bernstein Small Cap Growth Fund Mutual Fund | Other securities | — | — | $2.5M | 2.2% | |
| Principal Real Estate Securities R6 Fund Mutual Fund | Other securities | — | — | $2.0M | 1.7% | |
| American Century Small Cap Value Fund Mutual Fund | Other securities | — | — | $1.9M | 1.7% | |
| Participant Loans (interest rate range 4.75%-10.00%) | Bonds / Notes | — | — | $1.5M | 1.3% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI COLLECTIVE TRUSTS · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2060 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $1.3M | 1.2% | |
| American Beacon Large Cap Value Fund Mutual Fund | Other securities | — | — | $1.3M | 1.1% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $883K | 0.8% | |
| AMERICAN CENTURY RD HYBRID 2065 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 278 | Common Collective Trust | — | — | $876K | 0.8% | |
| American Century Value Fund Mutual Fund | Other securities | — | — | $536K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R WILMINGTON TRUST, N.A. · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $285K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| OTHER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKER | $20 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | KANSAS CITY, MO | AUDITOR | $30K | — |
