Marian Degroot signed Shared Imaging, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shared Imaging, LLC's EIN is 26-1730120.
Download the official 2024 Form 5500 (PDF) for Shared Imaging, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shared Imaging, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DENALI WEALTH MANAGEMENT- CARL VALI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.2M | 11.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.0M | 10.7% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $1.8M | 9.7% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $1.7M | 9.0% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $1.3M | 6.9% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.1M | 5.9% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $791K | 4.3% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $758K | 4.1% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $741K | 4.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $719K | 3.9% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $645K | 3.5% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $578K | 3.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $572K | 3.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $502K | 2.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $436K | 2.4% | |
| Notes receivable from Various maturity dates through 2036 with interest rates | Other securities | — | — | $422K | 2.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $380K | 2.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $346K | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $244K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $238K | 1.3% | |
| EI Fixed Account Series Fixed annuity | Other securities | — | — | $208K | 1.1% | |
| Class V Total fixed annuities | Other securities | — | — | $208K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $207K | 1.1% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $176K | 1.0% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $128K | 0.7% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $119K | 0.6% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $83K | 0.5% | |
| AB Small Cap Growth Z | Other securities | — | — | $54K | 0.3% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard International Value Portfolio | Mutual Funds | — | — | $40K | 0.2% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $25K | 0.1% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MEQUON, WI |
| INVESTMENT ADVISOR |
| $32K |
| — |
