Brandy Garnero signed Foundry Commercial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundry Commercial, LLC's EIN is 27-4210177.
Download the official 2024 Form 5500 (PDF) for Foundry Commercial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundry Commercial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $150 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $7.9M | 16.2% | |
| T. Rowe Price Retirement 2040 Fund - | Other securities | — | — | $4.9M | 10.0% | |
| T. Rowe Price Retirement 2030 Fund - | Other securities | — | — | $3.9M | 8.1% | |
| T. Rowe Price Retirement 2055 Fund - | Other securities | — | — | $3.1M | 6.5% | |
| T. Rowe Price Retirement 2050 Fund - | Other securities | — | — | $3.1M | 6.4% | |
| T. Rowe Price Retirement 2035 Fund - | Other securities | — | — | $3.0M | 6.1% | |
| T. Rowe Price Retirement 2045 Fund - | Other securities | — | — | $2.8M | 5.7% | |
| Vanguard Equity Income Fund - | Mutual Funds | — | — | $2.1M | 4.3% | |
| T. Rowe Price Retirement 2025 Fund - | Other securities | — | — | $2.0M | 4.1% | |
| JP Morgan Large Cap Growth Fund R6 - | Other securities | — | — | $1.6M | 3.3% | |
| T. Rowe Price Retirement 2060 Fund - | Other securities | — | — | $1.3M | 2.8% | |
| Fidelity U.S. Bond Index Fund - | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Vanguard Small-Cap Index Fund - | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Vanguard Total International Stock Index Fund - | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Vanguard Selected Value Fund - | Mutual Funds | — | — | $944K | 1.9% | |
| American Funds New World R6 - | Mutual Funds | — | — | $936K | 1.9% | |
| T. Rowe Price Retirement 2020 Fund - | Other securities | — | — | $915K | 1.9% | |
| Vanguard Mid-Cap Index Fund - | Common Collective Trusts | — | — | $889K | 1.8% | |
| Fidelity Balanced Fund Class K - | Mutual Funds | — | — | $799K | 1.6% | |
| Empower Self Directed Brokerage - Common Stocks - | Self-Directed Brokerage | — | — | $779K | 1.6% | |
| FIDELITY MANAGED INCOME PORTFOLIO F FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $692K | 1.4% | |
| Vanguard Small Cap Growth Index Fund - | Common Collective Trusts | — | — | $686K | 1.4% | |
| T. Rowe Price Overseas Stock I Fund - | Other securities | — | — | $685K | 1.4% | |
| MFS Mid-Cap Growth Fund R6 - | Mutual Funds | — | — | $564K | 1.2% | |
| Vanguard Real Estate Index Fund - | Common Collective Trusts | — | — | $534K | 1.1% | |
| PIMCO Real Return Institutional Class - | Mutual Funds | — | — | $511K | 1.0% | |
| T. Rowe Price Retirement 2065 Fund - | Other securities | — | — | $259K | 0.5% | |
| T. Rowe Price Retirement 2015 Fund - | Other securities | — | — | $85K | 0.2% | |
| Empower Self Directed Brokerage - Various Funds - | Self-Directed Brokerage | — | — | $51K | 0.1% | |
| Empower Cash - | Cash / Money Market | — | — | $19K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund - | Other securities | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund - | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement Income Fund - | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| OTHER |
| $10 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOUNDRY COMMERCIAL LLC | — | ORLANDO, FL | OTHER | $1K | — |
