Sarah Roberts signed Latshaw Drilling Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Latshaw Drilling Co., LLC's EIN is 20-2901997.
Download the official 2024 Form 5500 (PDF) for Latshaw Drilling Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Latshaw Drilling Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP RETIREMENT SERVICES | — | FLORHAM PARK, NJ | CONTRACT ADMIN | $24K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMER FUNDS 2040 I GREAT GRAY · EIN 38-4126265 / PN 568 | Common Collective Trust | — | — | $1.3M | 14.6% | |
| INVESCO STABLE TRUST CLASS I INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.1M | 11.9% | |
| GREAT GRAY TRUST AMER FUNDS 2020 I GREAT GRAY · EIN 38-4126265 / PN 564 | Common Collective Trust | — | — | $991K | 10.8% | |
| iShares Total U.S. Stock Market Index K Mutual Fund N/A | Common Collective Trusts | — | — | $988K | 10.8% | |
| GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GRAY · EIN 38-4126265 / PN 570 | Common Collective Trust | — | — | $833K | 9.1% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $546K | 6.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $450K | 4.9% | |
| GREAT GRAY TRUST AMER FUNDS 2030 I GREAT GRAY · EIN 38-4126265 / PN 566 | Common Collective Trust | — | — | $384K | 4.2% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates ranging from 4.25% - 10.50% - | Bonds / Notes | — | — | $333K | 3.6% | |
| American Century Small Cap Growth R6 Mutual Fund N/A 437 Fidelity Advisor Stock Selector Sm Cp Z Mutual Fund N/A | Mutual Funds | — | — | $328K | 3.6% | |
| MFS Value R6 Mutual Fund N/A | Mutual Funds | — | — | $296K | 3.2% | |
| Victory International R6 Mutual Fund N/A | Other securities | — | — | $250K | 2.7% | |
| iShares Russell Mid-Cap Index K Mutual Fund N/A | Other securities | — | — | $239K | 2.6% | |
| GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $193K | 2.1% | |
| GREAT GRAY TRUST AMER FUNDS 2055 I GREAT GRAY · EIN 38-4126265 / PN 571 | Common Collective Trust | — | — | $172K | 1.9% | |
| GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-4126265 / PN 777 | Common Collective Trust | — | — | $150K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $127K | 1.4% | |
| GREAT GRAY TRUST AMER FUNDS 2060 I GREAT GRAY · EIN 38-4126265 / PN 572 | Common Collective Trust | — | — | $113K | 1.2% | |
| GREAT GRAY TRUST AMER FUNDS 2035 I GREAT GRAY · EIN 38-4126265 / PN 567 | Common Collective Trust | — | — | $107K | 1.2% | |
| BlackRock Emerging Mkts K Mutual Fund N/A | Other securities | — | — | $88K | 1.0% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund N/A | Other securities | — | — | $78K | 0.9% | |
| American Funds American Balanced R6 Mutual Fund N/A | Mutual Funds | — | — | $64K | 0.7% | |
| Guaranteed Income Fund Fixed Annuities N/A | Other securities | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST AMER FUNDS 2025 I GREAT GRAY · EIN 38-4126265 / PN 565 | Common Collective Trust | — | — | $6K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HUB INVESTMENT PARTNERS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $4K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $52 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | THIRD PARTY ADMIN. | $3K | — |
