Christine Gelatt signed United Security, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Security, Inc.'s EIN is 13-3692228.
Download the official 2024 Form 5500 (PDF) for United Security, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Security, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOON ADMINISTRATIVE 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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $6.5M | 96.4% | |
| Empower T rust Company Empower Lifetime 2035 | Common Stocks | — | — | $1.7M | 25.2% | |
| Empower T rust Company Empower Lifetime 2025 | Common Stocks | — | — | $1.3M | 19.6% | |
| JPMorgan US Research Enhanced Equity A | Other securities | — | — | $1.1M | 16.1% | |
| Empower T rust Company Empower Lifetime 2045 | Common Stocks | — | — | $616K | 9.2% | |
| Empower T rust Company Empower S&P 500 | Common Collective Trusts | — | — | $271K | 4.1% | |
| Empower T rust Company Empower Lifetime 2055 | Common Stocks | — | — | $214K | 3.2% | |
| Empower T rust Company Empower Large Cap Growth | Common Stocks | — | — | $172K | 2.6% | |
| Empower T rust Company Empower Lifetime 2015 | Common Stocks | — | — | $163K | 2.4% | |
| Marsico Focus | Other securities | — | — | $132K | 2.0% | |
| Empower T rust Company Empower Aggressive Profile Fund | Common Stocks | — | — | $111K | 1.7% | |
| ClearBridge Small Cap Growth A | Other securities | — | — | $108K | 1.6% | |
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $75K | 1.1% | |
| Empower T rust Company Empower Lifetime 2030 | Common Stocks | — | — | $64K | 1.0% | |
| Empower T rust Company Empower T Rowe Price MDCP Gr Fund | Mutual Funds | — | — | $53K | 0.8% | |
| Empower T rust Company Empower Bond Index Fund Inv | Common Collective Trusts | — | — | $52K | 0.8% | |
| Empower T rust Company Empower Int. Index Fund | Common Collective Trusts | — | — | $52K | 0.8% | |
| American Funds Growth Fund of Amer R3 | Mutual Funds | — | — | $50K | 0.7% | |
| Empower T rust Company Empower S&P MidCap 400 Index Fund | Common Collective Trusts | — | — | $45K | 0.7% | |
| Empower T rust Company Empower Large Cap Value Investor II | Common Stocks | — | — | $33K | 0.5% | |
| Empower T rust Company Empower SMCap 600 Index Fund | Common Collective Trusts | — | — | $30K | 0.5% | |
| Empower T rust Company Empower Small Cap Value | Common Stocks | — | — | $29K | 0.4% | |
| Invesco Global A | Mutual Funds | — | — | $27K | 0.4% | |
| Empower T rust Company Empower Mid Cap Value Inv | Common Stocks | — | — | $21K | 0.3% | |
| Empower T rust Company Empower Int. Value | Common Stocks | — | — | $21K | 0.3% | |
| Invesco Comstock R | Mutual Funds | — | — | $20K | 0.3% | |
| Empower T rust Company Empower Lifetime 2050 | Common Stocks | — | — | $17K | 0.3% | |
| Empower T rust Company Empower US Govt Securities Fund | Common Stocks | — | — | $15K | 0.2% | |
| Columbia Large Cap Value A | Other securities | — | — | $15K | 0.2% | |
| Empower T rust Company Empower Real Estate Index Fund | Common Collective Trusts | — | — | $13K | 0.2% | |
| Virtus Ceredex Mid-Cap Value Equity A | Other securities | — | — | $7K | 0.1% | |
| Fidelity Advisor Leveraged Co Stock | Mutual Funds | — | — | $7K | 0.1% | |
| Empower T rust Company Empower Moderate Profile ** 897 * Empower T rust Company Empower Multi-Sector Bond | Common Stocks | — | — | $6K | <0.1% | |
| American Funds EuroPacific Growth R3 | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO T otal Return Admin | Mutual Funds | — | — | $2K | <0.1% | |
| Empower T rust Company Empower Lifetime 2020 | Common Stocks | — | — | $2K | <0.1% | |
| Macquarie Small Cap Core A | Other securities | — | — | $1K | <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 |
| CONTRACT ADMIN |
| $61K |
| — |
