William Green signed Mengel, Metzger, BARR & Co. LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mengel, Metzger, BARR & Co. LLP's EIN is 16-1092347.
Download the official 2023 Form 5500 (PDF) for Mengel, Metzger, BARR & Co. LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mengel, Metzger, BARR & Co. LLP'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 INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $51.5M | 86.6% | |
| [Assets held in participant loans] | Other | — | — | $34K | <0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $22K | <0.1% | |
| FIDELITY MANAGED INCOME PORT. FUND FIDELITY COMMINGLED POOL · EIN 11-0303001 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| ARKADIOS WEALTH ADVISORS LLC |
| — |
| ATLANTA, GA |
| INVESTMENT ADVISOR |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS MARCIANO & ASSOCIATES INC. | 22-2725182 | ROCHESTER, NY | CONTRACT ADMIN | $150 | — |
