Julian Attock signed Early Warning Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Early Warning Services, LLC's EIN is 20-5276211.
Download the official 2024 Form 5500 (PDF) for Early Warning Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Early Warning Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $139K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $210 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2050 INV (VFIFX) | Mutual Funds | — | — | $24.9M | 15.3% | |
| Fidelity 500 INDEX (FXAIX) | Common Collective Trusts | — | — | $23.7M | 14.5% | |
| Vanguard TARGET RETIREMENT 2040 INV (VFORX) | Mutual Funds | — | — | $23.7M | 14.5% | |
| Vanguard TARGET RETIREMENT 2030 INV (VTHRX) | Mutual Funds | — | — | $14.3M | 8.8% | |
| Vanguard TARGET RETIREMENT 2060 INV (VTTSX) | Mutual Funds | — | — | $9.0M | 5.5% | |
| American Funds WASHINGTON MUTUAL R6 (RWMGX) | Mutual Funds | — | — | $8.6M | 5.3% | |
| T. Rowe Price QM US SMALL-CAP GR EQ I (TQAIX) | Other securities | — | — | $5.3M | 3.3% | |
| Glenmede SMALL CAP EQUITY ADV (GTCSX) | Other securities | — | — | $4.7M | 2.9% | |
| FLEXPATH STABLE VALUE CL R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| JPMorgan Chase LARGE CAP GROWTH R6 (JLGMX) | Other securities | — | — | $4.3M | 2.7% | |
| Vanguard TARGET RETIREMENT 2045 INV (VTIVX) | Mutual Funds | — | — | $4.0M | 2.4% | |
| Fidelity US BOND INDEX (FXNAX) | Mutual Funds | — | — | $3.7M | 2.3% | |
| Dodge & Cox INCOME FUND - I (DODIX) | Mutual Funds | — | — | $3.3M | 2.0% | |
| Hartford SCHRODERS INTERNATIONAL STK SDR (SCIJX) | Other securities | — | — | $3.2M | 1.9% | |
| Fidelity MID CAP INDEX (FSMDX) | Mutual Funds | — | — | $3.1M | 1.9% | |
| Fidelity INTERNATIONAL INDEX (FSPSX) | Mutual Funds | — | — | $3.0M | 1.8% | |
| Self-directed brokerage accounts * Empower Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.3M | 1.4% | |
| PIONEER MULTI-SECTOR FIXED INCOME C GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Vanguard TARGET RETIREMENT 2055 INV (VFFVX) | Mutual Funds | — | — | $2.0M | 1.2% | |
| Vanguard TARGET RETIREMENT 2035 INV (VTTHX) | Mutual Funds | — | — | $1.9M | 1.2% | |
| Artisan INTERNATIONAL SMALL MID INSTL (APHJX) | Other securities | — | — | $1.5M | 0.9% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| MFS International Growth R6 (MGRDX) | Mutual Funds | — | — | $1.3M | 0.8% | |
| Vanguard TARGET RETIREMENT 2020 INV (VTWNX) | Mutual Funds | — | — | $1.0M | 0.6% | |
| Fidelity SMALL CAP INDEX (FSSNX) | Mutual Funds | — | — | $941K | 0.6% | |
| Vanguard INFLATION-PROTECTED SECS ADM (VAIPX) | Mutual Funds | — | — | $919K | 0.6% | |
| Vanguard TARGET RETIREMENT 2025 INV (VTTVX) | Mutual Funds | — | — | $735K | 0.5% | |
| Vanguard TARGET RETIREMENT 2065 INV (VLXVX) | Mutual Funds | — | — | $431K | 0.3% | |
| Vanguard TARGET RETIREMENT INCOME INV (VTINX) | Mutual Funds | — | — | $419K | 0.3% | |
| MFS MID CAP VALUE R6 (MVCKX) | Mutual Funds | — | — | $218K | 0.1% | |
| Vanguard TARGET RETIREMENT 2070 INV (VSVNX) | Mutual Funds | — | — | $80K | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $51K | — |
