Anthony Oland signed The Expert Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Expert Institute's EIN is 27-3779761.
Download the official 2024 Form 5500 (PDF) for The Expert Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Expert Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK CAPITAL MANAGEMENT LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MADISON, WI |
| INVESTMENT ADVISOR |
| $29K |
| — |
