Alyssa Larson signed Traders General Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Traders General Agency, Inc.'s EIN is 26-3538168.
Download the official 2024 Form 5500 (PDF) for Traders General Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Traders General Agency, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower US Gov't Securities Fund Mutual fund 313 Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.8M | 30.2% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $985K | 16.4% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $974K | 16.2% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $609K | 10.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $361K | 6.0% | |
| Fidelity Emerging Markets Index Mutual fund | Mutual Funds | — | — | $258K | 4.3% | |
| PIMCO RealPath Blend 2050 Mutual fund | Mutual Funds | — | — | $193K | 3.2% | |
| Various participants, interest rates * Notes Receivable from Particpants | Other securities | — | — | $170K | 2.8% | |
| MFS Growth R6 Mutual fund | Mutual Funds | — | — | $146K | 2.4% | |
| Invesco Discovery Mid Cap Growth Mutual fund | Mutual Funds | — | — | $93K | 1.5% | |
| Wasatch Core Growth Mutual fund | Other securities | — | — | $78K | 1.3% | |
| Empower Real Estate Index Mutual fund | Other securities | — | — | $78K | 1.3% | |
| American Funds EuroPacific Growth Mutual fund | Mutual Funds | — | — | $64K | 1.1% | |
| PIMCO RealPath Blend 2030 Mutual fund | Mutual Funds | — | — | $61K | 1.0% | |
| Empower Bond Index Mutual fund | Other securities | — | — | $45K | 0.7% | |
| Columbia Large Cap Value Mutual fund | Other securities | — | — | $26K | 0.4% | |
| MFS Mid Cap Value Mutual fund | Mutual Funds | — | — | $17K | 0.3% | |
| PIMCO RealPath Blend 2045 Mutual fund | Mutual Funds | — | — | $14K | 0.2% | |
| PIMCO RealPath Blend 2035 Mutual fund | Mutual Funds | — | — | $11K | 0.2% | |
| Empower S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $11K | 0.2% | |
| PIMCO RealPath Blend 2055 Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO RealPath Blend 2065 Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
