James L Hagen signed Premier Mortgage Resources' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Mortgage Resources' EIN is 20-2718340.
Download the official 2023 Form 5500 (PDF) for Premier Mortgage Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Premier Mortgage Resources' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | $2.8M | 32.3% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | $1.8M | 20.9% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | $1.1M | 13.3% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | $968K | 11.3% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | $588K | 6.8% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | $170K | 2.0% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | $92K | 1.1% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | $38K | 0.4% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | Common Collective Trust | $30K | 0.3% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | $10K | 0.1% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | $89 | <0.1% |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | $87 | <0.1% |
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHEY MAY & CO LLP | — | ENGLEWOOD, CO | AUDITOR | $15K | — |
