Anthony M. Ward ESQ. signed Montgomery County Emergency Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montgomery County Emergency Service's EIN is 23-1894907.
Download the official 2024 Form 5500 (PDF) for Montgomery County Emergency Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montgomery County Emergency Service's plan includes automatic enrollment, 403(b) custodial accounts, 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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHEASTERN EMPLOYEE BENEFIT SERVI | 20-5923747 | WEST HENRIETTA, NY | CONTRACT ADMIN | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 IX ADM 1VFIAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $4.7M | 32.9% | |
| AMERICAN CENTURY ULTRA 1AULDX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $4.1M | 28.3% | |
| EI Fixed Account - Series Class II Fixed Annuities, 2.85% | Bonds / Notes | — | — | $625K | 4.4% | |
| 1GWAA30 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $625K | 4.4% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $580K | 4.0% | |
| AMFND IRFITX 2050TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $580K | 4.0% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $564K | 3.9% | |
| AMFND IRFGTX 2040TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $564K | 3.9% | |
| Vanguard Small Cap Index Adm Registered Investment Companies | Mutual Funds | — | — | $557K | 3.9% | |
| VANGUARD SMCAP IX ADM 1VSMAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $557K | 3.9% | |
| ALLSPRING SPECIAL MIDCAPVAL 1WFMIX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $479K | 3.3% | |
| VANGUARD TOT INTL STK IX IVTIAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $467K | 3.3% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $461K | 3.2% | |
| AMFND IRFETX 2030TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $461K | 3.2% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Companies | Mutual Funds | — | — | $253K | 1.8% | |
| VANGUARD SMCAPGRO IX ADM 1VSGAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $253K | 1.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $879K | $182K | 1.3% | |
| VANGUARD WINDSOR II ADM 1VWNAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $176K | 1.2% | |
| VANG EMERGMKT STK IX ADM IVEMAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $164K | 1.1% | |
| Vanguard Emerging Mkts Stock Inx Adm Registered Investment Companies | Mutual Funds | — | — | $164K | 1.1% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $128K | 0.9% | |
| AMFND IRRCTX 2020TARGETDATERETIR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $128K | 0.9% | |
| Participant Loans through October 17, 2029 | Participant loans | — | — | $125K | 0.9% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $113K | 0.8% | |
| AMFND IRFDTX 2025TARGETDATER EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $113K | 0.8% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $99K | 0.7% | |
| AMFND IRFFTX 2035TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $99K | 0.7% | |
| Allspring Core Bond R6 Registered Investment Companies | Other securities | — | — | $97K | 0.7% | |
| 1WTRIX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $97K | 0.7% | |
| EI Fixed Account - Series Class II Fixed Annuity, 2.85% | Bonds / Notes | — | $54K | $90K | 0.6% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Companies | Other securities | — | — | $89K | 0.6% | |
| JPMORGAN MIDCAP GRO 1JMGMX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $89K | 0.6% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Companies | Common Collective Trusts | — | — | $76K | 0.5% | |
| VANGUARD MIDCAP IX ADM 1VIMAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $76K | 0.5% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $61K | 0.4% | |
| AMFND IRFKTX 2055TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $61K | 0.4% | |
| PGIM HIGH YIELD 1PHYQX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $57K | 0.4% | |
| Vanguard Short-Term Investment-Grade Adm Registered Investment Companies | Mutual Funds | — | — | $48K | 0.3% | |
| 1VFSUX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $48K | 0.3% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $44K | 0.3% | |
| AMFND IRFHTX 2045TARGETDATERETIR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $44K | 0.3% | |
| Vanguard Inflation-Protected Secs Adm Registered Investment Companies | Mutual Funds | — | — | $39K | 0.3% | |
| 1VAIPX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $39K | 0.3% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Companies | Mutual Funds | — | — | $36K | 0.3% | |
| AMFND IRFUTX 2060TARGETDATERETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| Thornburg Strategic Income R6 Registered Investment Companies | Other securities | — | — | $34K | 0.2% | |
| 1TSRSX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| COHEN STEERS REAL EST ICSZIX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Companies | Mutual Funds | — | — | $30K | 0.2% | |
| VANGUARD SMCAPVALUE IX ADM 1VSIAX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
