Shannon Maher signed Retail Success LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Retail Success LLC's EIN is 27-4527888.
Download the official 2024 Form 5500 (PDF) for Retail Success LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Retail Success 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 | $30K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.1M | 98.1% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $585K | 7.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $187K | 2.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $118K | 1.4% | |
| BLACKROCK US DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $45K | 0.5% |
| ARCHFORD CAPITAL STRATEGIES LLC |
| — |
| SWANSEA, IL |
| INVESTMENT ADVISOR |
| $26K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | — | ST. LOUIS, MO | THIRD PARTY ADMINISTRATO | $3K | — |
