Serve U Brands, Inc.'s EIN is 27-1461873.
Download the official 2022 Form 5500 (PDF) for Serve U Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Serve U Brands, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK · EIN 93-1225432 / PN 001 | Pooled Separate Account | — | — | $3.7M | 96.0% | |
| Empower Lifetime 2055 Fund Svc | Other securities | — | — | $1.5M | 38.9% | |
| Empower Lifetime 2050 Fund Svc | Other securities | — | — | $696K | 18.1% | |
| Empower Lifetime 2045 Fund Svc | Other securities | — | — | $498K | 13.0% | |
| Empower Lifetime 2040 Fund Svc | Other securities | — | — | $191K | 5.0% | |
| Empower S&P 500 Index Fund Inv | Common Collective Trusts | — | — | $183K | 4.8% | |
| Empower Lifetime 2035 Fund Svc | Other securities | — | — | $103K | 2.7% | |
| Empower Lifetime 2030 Fund Svc | Other securities | — | — | $93K | 2.4% | |
| Participant loans Interest rates ranging from 4.25% to 8.00% | Bonds / Notes | — | — | $80K | 2.1% | |
| Empower Conservative Profile Fund Inv 21 * Empower International Index Fund Inv | Common Collective Trusts | — | — | $76K | 2.0% | |
| American Funds American Funds Capital World G/I R3 | Mutual Funds | — | — | $60K | 1.6% | |
| Victory Sycamore Established Value A | Other securities | — | — | $51K | 1.3% | |
| Empower Lifetime 2020 Fund Svc | Other securities | — | — | $38K | 1.0% | |
| Empower Bond Index Fund Inv | Common Collective Trusts | — | — | $32K | 0.8% | |
| Empower Aggressive Profile Fund Inv | Other securities | — | — | $24K | 0.6% | |
| Empower Lifetime 2025 Fund Svc | Other securities | — | — | $20K | 0.5% | |
| Brandywine Global BrandywineGLOBAL - Global Opps Bond A 83 Clearbridge Small Cap Growth A | Other securities | — | — | $20K | 0.5% | |
| Victory Sycamore Small Co Opportunity A | Common Stocks | — | — | $17K | 0.4% | |
| Empower Real Estate Index Fund Inv | Common Collective Trusts | — | — | $17K | 0.4% | |
| Franklin Growth A | Mutual Funds | — | — | $13K | 0.3% | |
| Oppenheimer International Growth A | Mutual Funds | — | — | $10K | 0.3% | |
| Empower Moderate Profile Fund Inv | Other securities | — | — | $10K | 0.2% | |
| Empower Lifetime 2015 Fund Svc | Other securities | — | — | $9K | 0.2% | |
| VanEck CM Commodity Index A | Other securities | — | — | $8K | 0.2% | |
| Empower Life & Annuity * Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $8K | 0.2% | |
| Empower T Rowe Price MdCp Gr Fund Inv | Mutual Funds | — | — | $6K | 0.2% | |
| American Funds American Funds Wash Mutual R3 | Mutual Funds | — | — | $5K | 0.1% | |
| American Funds American Funds New World Fund - R3 | Mutual Funds | — | — | $4K | 0.1% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $4K | <0.1% | |
| Empower Mod Aggr Profile Fund Inv | Other securities | — | — | $2K | <0.1% | |
| JP Morgan JPMorgan Total Return A | Other securities | — | — | $2K | <0.1% | |
| PGIM High-Yield A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ATLANTIC PENSION SERVICES |
| — |
| KENNETT SQUARE, PA |
| CONTRACT ADMIN |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC. | — | CHICAGO, IL | OTHER | $676 | — |
