West Harlem Group Assistance, Inc.'s EIN is 23-7169558.
Download the official 2024 Form 5500 (PDF) for West Harlem Group Assistance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Harlem Group Assistance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $207 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| CONTRACT ADMIN |
| $2K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK3 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $1.1M | 97.7% | |
| JPMorgan SmartRetirement 2030 R2 | Other securities | — | $10K | $220K | 18.8% | |
| JPMorgan SmartRetirement 2025 R2 | Other securities | — | $10K | $196K | 16.8% | |
| JPMorgan Large Cap Growth R2 | Other securities | — | $2K | $104K | 8.9% | |
| JPMorgan SmartRetirement 2055 R2 | Other securities | — | $3K | $91K | 7.7% | |
| JPMorgan SmartRetirement 2035 R2 | Other securities | — | $3K | $72K | 6.2% | |
| JPMorgan SmartRetirement Income R2 | Other securities | — | $4K | $58K | 5.0% | |
| JPMorgan U.S. Equity R2 809 | Other securities | — | — | $47K | 4.1% | |
| JPMorgan SmartRetirement 2045 R2 | Other securities | — | $2K | $45K | 3.8% | |
| MassMutual S&P 500 Index R3 | Common Collective Trusts | — | $1K | $43K | 3.6% | |
| Empower S&P Mid Cap 400 Index L | Other securities | — | $3K | $38K | 3.3% | |
| Victory Sycamore Small Company Opp R 853 | Common Stocks | — | — | $34K | 2.9% | |
| JPMorgan SmartRetirement 2040 R2 | Other securities | — | $1K | $33K | 2.9% | |
| American Funds EuroPacific Growth R1 | Mutual Funds | — | $1K | $33K | 2.8% | |
| JPMorgan SmartRetirement 2050 R2 | Other securities | — | $1K | $32K | 2.8% | |
| EMPOWER INVESCO SMALL CAP GROWTH R 601 * EMPOWER JPORGAN SMARTRETIREMENT 2020 R | Mutual Funds | — | — | $18K | 1.5% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | $2K | $18K | 1.5% | |
| BNY Mellon NSL Aggregate Bond IX R | Other securities | — | $1K | $17K | 1.5% | |
| JPMorgan US Government Money Market Serv 1,621 | Cash / Money Market | — | $2K | $17K | 1.5% | |
| Participant Loans Interest rates between 4.25% and | Bonds / Notes | — | — | $14K | 1.2% | |
| MFS Research International R2 939 | Mutual Funds | — | — | $14K | 1.2% | |
| EMPOWER JPMORGAN US GOVERNMENT MMKT SE | Common Stocks | — | — | $11K | 1.0% | |
| BNY Mellon NSL SmallCap Stock IX R 184 | Other securities | — | — | $6K | 0.5% | |
| SEPARATE ACCOUNT K3 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6K | 0.5% | |
| Franklin High Income R 105 | Mutual Funds | — | — | $3K | 0.3% | |
| Hartford Inflation Plus R3 241 | Other securities | — | — | $3K | 0.3% | |
| Hartford Balanced Income R3 119 | Other securities | — | — | $3K | 0.2% | |
| Invesco SmallCap Equity R 30 | Mutual Funds | — | — | $1K | 0.1% | |
| Invesco Comstock R 28 | Mutual Funds | — | — | $1K | 0.1% | |
| Invesco Real Estate R 50 | Mutual Funds | — | — | $1K | <0.1% |
