Eric Kugler signed Winston Resources, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winston Resources, LLC's EIN is 13-4086932.
Download the official 2022 Form 5500 (PDF) for Winston Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Winston Resources, LLC'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 LIFE & ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $376 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower T. Rowe Price Mid Cap GR Fund I Mutual fund | Other securities | — | — | $1.6M | 21.2% | |
| JP Morgan Mid Cap Value Fund A Mutual fund | Other securities | — | — | $770K | 10.1% | |
| Davis NY Venture A Mutual fund | Other securities | — | — | $748K | 9.8% | |
| American Funds-Amer Balanced Fund A Mutual fund | Mutual Funds | — | — | $744K | 9.7% | |
| MFS Value Fund A Mutual fund | Mutual Funds | — | — | $686K | 8.9% | |
| Baron Small Cap Fund Mutual fund | Other securities | — | — | $654K | 8.5% | |
| Blackrock S&P 500 Stock Service Mutual fund | Common Collective Trusts | — | — | $583K | 7.6% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $558K | 7.3% | |
| American Funds Growth Fund A Mutual fund | Mutual Funds | — | — | $478K | 6.2% | |
| Oakmark International Investor Mutual fund | Other securities | — | — | $366K | 4.8% | |
| PIMCO Total Return Admin Mutual fund | Mutual Funds | — | — | $164K | 2.1% | |
| MFS Utilities A Mutual fund | Mutual Funds | — | — | $68K | 0.9% | |
| Empower Lifetime 2035 Fund T1 Mutual fund | Other securities | — | — | $54K | 0.7% | |
| Empower Lifetime 2025 Fund T1 Mutual fund | Other securities | — | — | $43K | 0.6% | |
| Oppenheimer Developing Markets A Mutual fund | Mutual Funds | — | — | $39K | 0.5% | |
| Invesco Real Estate A Mutual fund | Mutual Funds | — | — | $24K | 0.3% | |
| Empower Lifetime 2015 Fund T1 Mutual fund | Other securities | — | — | $24K | 0.3% | |
| Pace Mort-Backed SEC Fixed Inc Invest Y Mutual fund | Common Stocks | — | — | $9K | 0.1% | |
| Empower Lifetime 2045 Fund T1 Mutual fund | Other securities | — | — | $9K | 0.1% | |
| Empower Lifetime 2055 Fund T1 Mutual fund | Other securities | — | — | $8K | 0.1% | |
| Empower S&P Small Cap 600 Index Fund I Mutual fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Empower Small Cap Value Fund I Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Empower Multi Sector Bond Investor Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| READING, MA |
| INVESTMENT ADVISOR |
| $21K |
| — |
