Steve Hawbaker signed Allegheny Financial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allegheny Financial Group's EIN is 25-1307896.
Download the official 2024 Form 5500 (PDF) for Allegheny Financial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allegheny Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | FINANCIAL SVCS | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | FINANCIAL SVCS | $40 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 1BEGIX Empower Retirement Sterling Capital Equity Income Inst | Other securities | — | $2.9M | $2.7M | 6.8% | |
| PARNASSUS SUSTAINABLE CORE EQUITY C PARNASSUS FUNDS · EIN 85-3219828 / PN 005 | Common Collective Trust | — | $2.4M | $2.6M | 6.5% | |
| 1MFEKX Empower Retirement MFS Growth R6 | Mutual Funds | — | $1.7M | $2.3M | 5.8% | |
| 1OSTGX Empower Retirement Osterweis Opportunity | Other securities | — | $1.5M | $1.7M | 4.3% | |
| 1QUSRX Empower Retirement Pear Tree Polaris Fgn Val Sm Cap R6 | Other securities | — | $1.9M | $1.6M | 4.2% | |
| 1FZAJX Empower Retirement Fidelity Advisor International Growth Z | Mutual Funds | — | $1.4M | $1.6M | 4.1% | |
| 1CSMUX Empower Retirement Carillon Scout Mid Cap R-6 | Other securities | — | $1.5M | $1.5M | 3.7% | |
| 1TAINX Empower Retirement Transamerica International Equity R6 | Other securities | — | $1.5M | $1.4M | 3.7% | |
| 1FRCSX Empower Retirement Franklin Small Cap Value R6 | Mutual Funds | — | $1.4M | $1.4M | 3.5% | |
| 1TIBOX Empower Retirement Thornburg Investment Income Builder R6 | Other securities | — | $1.2M | $1.3M | 3.3% | |
| 1SDBEMP Empower Retirement Empower SDB | Other securities | — | $1.2M | $1.2M | 3.1% | |
| 1APHJX Empower Retirement Artisan International Small-Mid Instl | Other securities | — | $1.0M | $1.1M | 2.9% | |
| AMERICAN CENTURY US MID CAP VALUE E SEI TRUST COMPANY · EIN 27-0572972 / PN 000 | Common Collective Trust | — | $1.0M | $1.1M | 2.8% | |
| IVY MID CAP GROWTH CIT 1 IVY FUNDS · EIN 45-3036428 / PN 000 | Common Collective Trust | — | $974K | $1.1M | 2.8% | |
| GQG PARTNERS INTERNATIONAL EQUITY C RELIANCE TRUST CT OR SVF · EIN 82-6253445 / PN 011 | Common Collective Trust | — | $1.2M | $1.1M | 2.8% | |
| 1HDSIX Empower Retirement Hodges Small Cap Institutional | Other securities | — | $916K | $896K | 2.3% | |
| 1MRESX Empower Retirement Cromwell CenterSquare Real Estate Inv | Other securities | — | $838K | $890K | 2.3% | |
| 1FEGRX Empower Retirement First Eagle Global R6 637 1GBMSX Empower Retirement GMO Benchmark Free Allocation R6 | Other securities | — | $884K | $838K | 2.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $625K | $715K | 1.8% | |
| 1JLGMX Empower Retirement JPMorgan Large Cap Growth R6 | Other securities | — | $428K | $600K | 1.5% | |
| 1WHGSX Empower Retirement Westwood Quality SmallCap Institutional | Other securities | — | $535K | $532K | 1.4% | |
| 1JMGRX1 Empower Retirement Janus Henderson Enterprise I | Mutual Funds | — | $472K | $448K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | $369K | $446K | 1.1% | |
| 1FPACX Empower Retirement FPA Crescent | Other securities | — | $421K | $444K | 1.1% | |
| 1HNSGX Empower Retirement Harbor Small Cap Growth Retirement | Other securities | — | $384K | $434K | 1.1% | |
| 1JHQRX Empower Retirement JPMorgan Hedged Equity R6 | Other securities | — | $336K | $425K | 1.1% | |
| 1DOXGX Empower Retirement Dodge & Cox Stock X | Mutual Funds | — | $372K | $368K | 0.9% | |
| 1HRSIX Empower Retirement Hood River Small-Cap Growth Retirement | Other securities | — | $276K | $364K | 0.9% | |
| 1DHLYX Empower Retirement Diamond Hill Large Cap Y | Other securities | — | $375K | $354K | 0.9% | |
| 1JMTNX Empower Retirement Janus Henderson Multi-Sector Income N | Mutual Funds | — | $344K | $347K | 0.9% | |
| 1COFYX Empower Retirement Columbia Contrarian Core Instl 3 | Other securities | — | $330K | $330K | 0.8% | |
| 1PIMIX Empower Retirement PIMCO Income Instl | Mutual Funds | — | $326K | $319K | 0.8% | |
| 1MWEMX Empower Retirement MFS Global Equity R6 | Mutual Funds | — | $295K | $280K | 0.7% | |
| 1POGRX Empower Retirement PRIMECAP Odyssey Growth | Mutual Funds | — | $290K | $265K | 0.7% | |
| 1FIJEX Empower Retirement Frost Total Return Bond Inst | Other securities | — | $270K | $263K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2040 CL B) NAME OF SPONSOR OR ENTITY LISTED IN (A) BENEFIT PLANS ADMIN SERVICE · EIN 83-6699605 / PN 084 | Common Collective Trust | — | $206K | $252K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | $211K | $250K | 0.6% | |
| 1WFMIX Empower Retirement Allspring Special Mid Cap Value Inst | Other securities | — | $233K | $248K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | $204K | $245K | 0.6% | |
| 1BEXIX Empower Retirement Baron Emerging Markets Institutional | Other securities | — | $235K | $240K | 0.6% | |
| 1PTSHX Empower Retirement PIMCO Short-Term Instl 0 1MAUKX Empower Retirement Pioneer Multi-Asset Ultrashort Income K | Mutual Funds | — | $225K | $225K | 0.6% | |
| 1THRLX Empower Retirement Thornburg Limited Term Income R6 | Other securities | — | $231K | $225K | 0.6% | |
| 1OIEJX Empower Retirement JPMorgan Equity Income R6 | Other securities | — | $221K | $224K | 0.6% | |
| 1VMSSX Empower Retirement Virtus Newfleet Multi-Sector S/T Bd R6 | Other securities | — | $210K | $212K | 0.5% | |
| 1GOBIX Empower Retirement BrandywineGLOBAL - Global Opps Bond I | Other securities | — | $223K | $185K | 0.5% | |
| 1FPNIX Empower Retirement FPA New Income | Other securities | — | $163K | $162K | 0.4% | |
| 1SNGVX Empower Retirement Sit US Govt Securities Fund | Other securities | — | $166K | $157K | 0.4% | |
| 1JSIMX Empower Retirement JPMorgan Unconstrained Debt R6 | Other securities | — | $157K | $156K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | $105K | $134K | 0.3% | |
| 1BREIX Empower Retirement Baron Real Estate Institutional | Other securities | — | $98K | $129K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| FINANCIAL SVCS |
| $0 |
| — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | FINANCIAL SVCS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KLINE KEPPEL & KORYAK PC | — | PITTSBURGH, PA | CONTRACT ADMIN | $912 | — |
