Jackie Dover signed George E. Delallo Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
George E. Delallo Co., Inc.'s EIN is 25-1127339.
Download the official 2024 Form 5500 (PDF) for George E. Delallo Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)George E. Delallo Co., 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 ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | AUSTIN, TX | INVESTMENT ADVISOR | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EAIC Guaranteed Income Fund Guaranteed Investment Contract | Stable Value | — | — | $8.3M | 37.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.1M | 9.6% | |
| SA/T. ROWE PRICE EQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $1.9M | 8.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $1.5M | 7.0% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $1.3M | 5.8% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $1.2M | 5.5% | |
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | — | — | $970K | 4.4% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $949K | 4.3% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $577K | 2.6% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $531K | 2.4% | |
| EMPOWER AGGRESSIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 166 | Pooled Separate Account | — | — | $357K | 1.6% | |
| EMPOWER CONSERVATIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 169 | Pooled Separate Account | — | — | $302K | 1.4% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $266K | 1.2% | |
| EMPOWER GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 167 | Pooled Separate Account | — | — | $250K | 1.1% | |
| EMPOWER BALANCED FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 168 | Pooled Separate Account | — | — | $195K | 0.9% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $185K | 0.8% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $150K | 0.7% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $129K | 0.6% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $125K | 0.6% | |
| PGIM QUANT SOL MIDCAP CORE EQ (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 538 | Pooled Separate Account | — | — | $123K | 0.6% | |
| EMPOWER INCOME & EQUITY FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 170 | Pooled Separate Account | — | — | $121K | 0.5% | |
| JENNISON SMALL CAP CORE EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 718 | Pooled Separate Account | — | — | $65K | 0.3% | |
| PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $48K | 0.2% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $47K | 0.2% | |
| PIMCO Moderate Duration Instl Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $32K | 0.1% | |
| EMERGING MKTS EQTY/PGIM QUANT SOLUT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 030 | Pooled Separate Account | — | — | $24K | 0.1% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $17K | <0.1% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $13K | <0.1% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $4K | <0.1% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
