Darlene Womack signed Advics North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advics North America, Inc.'s EIN is 30-0022045.
Download the official 2024 Form 5500 (PDF) for Advics North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advics North America, Inc.'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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $256K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $67K | — |
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 Total Market Index " | Common Collective Trusts | — | — | $31.0M | 17.8% | |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $25.9M | 14.9% | |
| MFS Value R6 " | Mutual Funds | — | — | $18.8M | 10.8% | |
| T. Rowe Price Mid-Cap Growth I " | Other securities | — | — | $12.7M | 7.3% | |
| MFS Total Return Bond R6 MRBKX " | Mutual Funds | — | — | $12.0M | 6.9% | |
| American Funds EUPAC R6 Fund Mutual fund | Mutual Funds | — | — | $8.9M | 5.1% | |
| Fidelity U.S. Bond Index " | Mutual Funds | — | — | $8.5M | 4.9% | |
| Fidelity Total International Index " | Mutual Funds | — | — | $7.4M | 4.3% | |
| Columbia Overseas Value Inst3 " | Other securities | — | — | $7.0M | 4.0% | |
| MFS MID CAP VALUE FUND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $4.3M | 2.5% | |
| The Hartford World Bond Fund Class R6 " | Other securities | — | — | $4.2M | 2.4% | |
| PUTNAM SMALL CAP GROWTH TRUST - CLA GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $3.8M | 2.2% | |
| Columbia Small Cap Value II Inst3 " | Other securities | — | — | $3.8M | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | CLEVELAND, OH | ATTORNEY | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | NONE | $4K | — |
