David Digiacomo signed The Benecon Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Benecon Group, LLC's EIN is 23-1315351.
Download the official 2024 Form 5500 (PDF) for The Benecon Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Benecon Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKER DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | — | HARRISBURG, PA | TPA | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $3.4M | 12.4% | |
| GREAT GRAY TRUST AM FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.3M | 12.2% | |
| GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.3M | 8.5% | |
| GREAT GRAY TRUST AM FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| MFS Core Equity R6 | Mutual Funds | — | — | $1.5M | 5.6% | |
| GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.4M | 5.1% | |
| GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.2M | 4.4% | |
| Columbia Integrated Large Cap Grwth Ins3 | Other securities | — | — | $1.0M | 3.8% | |
| GREAT GRAY TRUST AM FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $998K | 3.7% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $928K | 3.4% | |
| GREAT GRAY TRUST AM FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $904K | 3.3% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $845K | 3.1% | |
| GREAT GRAY TRUST AM FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $782K | 2.9% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $767K | 2.8% | |
| JPMorgan Investments JPMorgan International Focus Fund R6 | Other securities | — | — | $649K | 2.4% | |
| BlackRock iShares Russell 2000 Small Cap Index K | Common Collective Trusts | — | — | $632K | 2.3% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $557K | 2.0% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $555K | 2.0% | |
| Virtus Kar Mid Cap Core R6 | Other securities | — | — | $533K | 2.0% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Other securities | — | — | $361K | 1.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $335K | 1.2% | |
| Fidelity Investments Fidelity NASDAQ Composite Index | Mutual Funds | — | — | $304K | 1.1% | |
| GREAT GRAY TRUST AM FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $292K | 1.1% | |
| American Century Investments American Century Small Cap Value R6 | Other securities | — | — | $279K | 1.0% | |
| GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $235K | 0.9% | |
| Insurance Company Guaranteed Investment Contract * Empower Key Guaranteed Portfolio Fund 1.45% | Stable Value | — | — | $205K | 0.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Z | Mutual Funds | — | — | $197K | 0.7% | |
| PGIM Funds (Prudential) PGIM US Real Estate R6 | Other securities | — | — | $191K | 0.7% | |
| Participant Loans 4.00% to 9.50% | Bonds / Notes | — | — | $173K | 0.6% | |
| Federated Hermes Instl High Yield Bd R6 | Other securities | — | — | $121K | 0.4% | |
| Fidelity Investments Fidelity Large Cap Value Index | Mutual Funds | — | — | $100K | 0.4% | |
| BlackRock 80/20 Target Allocation K | Other securities | — | — | $64K | 0.2% | |
| GREAT GRAY TRUST AM FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $54K | 0.2% | |
| GREAT GRAY TRUST AM FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $50K | 0.2% | |
| BlackRock 40/60 Target Allocation K | Other securities | — | — | $43K | 0.2% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $42K | 0.2% | |
| Fidelity Investments Fidelity Advisor Stock Selector Sm Cap Z | Mutual Funds | — | — | $34K | 0.1% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $33K | 0.1% | |
| Registered Investment Companies Allspring Global Investments Allspring Real Return R6 | Other securities | — | — | $25K | <0.1% | |
| Fidelity Investments Fidelity Advisor Stock Selector Mid Cap Z | Mutual Funds | — | — | $19K | <0.1% | |
| BlackRock Balanced K | Other securities | — | — | $16K | <0.1% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $15K | <0.1% | |
| BlackRock 20/80 Target Allocation K | Other securities | — | — | $9K | <0.1% |
