KERN Regional Center's EIN is 23-7115846.
Download the official 2023 Form 5500 (PDF) for KERN Regional Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KERN Regional Center's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.4M | 15.9% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $1.1M | 12.1% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2035 Premier ** 341 * Empower Trust Company, LLC Fidelity Freedom Index 2040 Premier ** 515 * Empower Trust Company, LLC Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $1.1M | 12.0% | |
| Empower Trust Company, LLC Fidelity 500 Index | Common Collective Trusts | — | — | $993K | 11.0% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $584K | 6.4% | |
| Empower Trust Company, LLC Fidelity International Index | Mutual Funds | — | — | $538K | 5.9% | |
| Empower Trust Company, LLC Fidelity Total Bond K6 | Mutual Funds | — | — | $524K | 5.8% | |
| Empower Trust Company, LLC Fidelity US Bond Index | Mutual Funds | — | — | $514K | 5.7% | |
| Empower Trust Company, LLC American Funds New World R6 | Mutual Funds | — | — | $472K | 5.2% | |
| Empower Trust Company, LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $216K | 2.4% | |
| Empower Trust Company, LLC MFS Intl Diversification R6 | Mutual Funds | — | — | $214K | 2.4% | |
| Empower Trust Company, LLC Putnam Large Cap Value R6 | Mutual Funds | — | — | $180K | 2.0% | |
| Fully benefit-responsive investment contract - Empower Annuity Insurance * Co. of America EI Fixed Account - Series Class II | Common Stocks | — | — | $179K | 2.0% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $170K | 1.9% | |
| Empower Trust Company, LLC Fidelity Large Cap Growth Index | Mutual Funds | — | — | $135K | 1.5% | |
| Empower Trust Company, LLC PIMCO Long Term Credit Bond Inst | U.S. Treasuries | — | — | $117K | 1.3% | |
| Empower Trust Company, LLC PGIM US Real Estate R6 | Common Stocks | — | — | $104K | 1.1% | |
| Empower Trust Company, LLC Fidelity Small Cap Value Index | Mutual Funds | — | — | $101K | 1.1% | |
| Empower Trust Company, LLC Fidelity Small Cap Index | Mutual Funds | — | — | $98K | 1.1% | |
| Empower Trust Company, LLC Fidelity Freedom Index Income Premier ** 174 * Empower Trust Company, LLC Fidelity International Bond Index | Mutual Funds | — | — | $66K | 0.7% | |
| Empower Trust Company, LLC Fidelity Long Term Treasury Bond Index | U.S. Treasuries | — | — | $55K | 0.6% | |
| Empower Trust Company, LLC Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $37K | 0.4% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $20K | 0.2% | |
| Empower Trust Company, LLC MFS Mid Cap Growth R6 | Mutual Funds | — | — | $18K | 0.2% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Investments - * Empower Trust Company, LLC Allspring Special Mid Cap Value R6 ** $ | Common Stocks | — | — | $3K | <0.1% | |
| Empower Trust Company, LLC Franklin Small Cap Value R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $2K | <0.1% | |
| Late to Plan Not Corrected Outside VFCP* 2002-51 (1) $ 144,191 $ - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PENSIONMARK FINANCIAL GROUP, LLC |
| — |
| SANTA BARBARAA, CA |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY, INC. | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $3K | — |
