Stephen Easton signed Erdman, Anthony Holding Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Erdman, Anthony Holding Company, Inc.'s EIN is 16-1404980.
Download the official 2024 Form 5500 (PDF) for Erdman, Anthony Holding Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Erdman, Anthony Holding Company, Inc.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROSWELL, GA |
| OTHER |
| $67K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $8.0M | 12.4% | |
| Vanguard Institutional Index PL | Mutual Funds | — | — | $6.7M | 10.4% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $6.4M | 10.0% | |
| Mutual Funds American Funds American Balanced R6 | Registered Investment Companies | — | — | $5.2M | 8.0% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $4.1M | 6.4% | |
| FUTUREFUNDS SERIES ACCOUNT II GWLA EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK · EIN 93-1225432 / PN 001 | Pooled Separate Account | — | — | $3.9M | 6.1% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $3.9M | 6.0% | |
| Variable Annuities ** Capital Group Europacific Growth SA | Common Stocks | — | — | $3.8M | 6.0% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $3.2M | 5.0% | |
| Guaranteed Interest Fund at 1.85% | Bonds / Notes | — | — | $3.1M | 4.8% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $2.8M | 4.4% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $2.8M | 4.3% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.3M | 3.5% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.8M | 2.8% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $1.5M | 2.3% | |
| T. Rowe Price Instl Mid Cap Equity Growth | Other securities | — | — | $1.2M | 1.9% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| Vanguard FTSE Social Index I | Mutual Funds | — | — | $1.1M | 1.6% | |
| T. Rowe Price QM US Small Cap GR Equity I | Other securities | — | — | $991K | 1.5% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $844K | 1.3% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $760K | 1.2% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $688K | 1.1% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $468K | 0.7% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $350K | 0.5% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $329K | 0.5% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $250K | 0.4% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $212K | 0.3% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $192K | 0.3% | |
| Participant loans with maturity dates through November 2029, interest rates from 4.25% to 9.50% per annum | Bonds / Notes | — | — | $183K | 0.3% | |
| Empower Secure Foundation Bal Inst | Other securities | — | — | $95K | 0.1% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $76K | 0.1% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
