Dan Steward signed Episcopal Retirement Homes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Episcopal Retirement Homes, Inc.'s EIN is 31-0554071.
Download the official 2024 Form 5500 (PDF) for Episcopal Retirement Homes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Episcopal Retirement Homes, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $69K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $4.4M | 21.6% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $2.7M | 13.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.5M | 12.4% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $2.3M | 11.1% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $2.2M | 11.0% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $1.2M | 6.0% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $1.2M | 5.9% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $925K | 4.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $633K | 3.1% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $587K | 2.9% | |
| Participants Notes Receivable | Other securities | — | — | $581K | 2.9% | |
| Fidelity International Index | Mutual Funds | — | — | $398K | 2.0% | |
| GWI FIXED ACCOUNT - SERIES CLASS IEmpower Guaranteed Interest Fund | Other securities | — | — | $262K | 1.3% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $254K | 1.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $122K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $56K |
| — |
