Kyle Bamford signed Whitestone Home Furnishings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitestone Home Furnishings, LLC's EIN is 32-0526953.
Download the official 2024 Form 5500 (PDF) for Whitestone Home Furnishings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitestone Home Furnishings, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD SLIP INVESTMENT ADVISORS | 81-2704670 | — | INVESTMENT ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLND SEL TRST 2055 GREAT GRAY · EIN 38-7271348 / PN 743 | Common Collective Trust | — | — | $1.7M | 16.9% | |
| T ROWE PRICE RET BLND SEL TRST 2050 GREAT GRAY · EIN 38-7271347 / PN 742 | Common Collective Trust | — | — | $1.6M | 15.4% | |
| T ROWE PRICE RET BLND SEL TRST 2060 GREAT GRAY · EIN 38-7271349 / PN 744 | Common Collective Trust | — | — | $1.0M | 10.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $999K | 9.7% | |
| T ROWE PRICE RET BLND SEL TRST 2035 GREAT GRAY · EIN 38-7271344 / PN 739 | Common Collective Trust | — | — | $960K | 9.3% | |
| T ROWE PRICE RET BLND SEL TRST 2045 GREAT GRAY · EIN 38-7271346 / PN 741 | Common Collective Trust | — | — | $834K | 8.1% | |
| T ROWE PRICE RET BLND SEL TRST 2040 GREAT GRAY · EIN 38-7271345 / PN 740 | Common Collective Trust | — | — | $639K | 6.2% | |
| T ROWE PRICE RET BLND SEL TRST 2030 GREAT GRAY · EIN 38-7271343 / PN 738 | Common Collective Trust | — | — | $539K | 5.2% | |
| T ROWE PRICE RET BLND SEL TRST 2025 GREAT GRAY · EIN 38-7271342 / PN 737 | Common Collective Trust | — | — | $316K | 3.1% | |
| T ROWE PRICE RET BLND SEL TRST 2015 GREAT GRAY · EIN 38-7271351 / PN 735 | Common Collective Trust | — | — | $191K | 1.9% | |
| Principle amounts due at various times from January 2025 through July 2029. | Other securities | — | — | $186K | 1.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $181K | 1.7% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL6 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $147K | 1.4% | |
| JP Morgan Large Cap Growth Mutual Fund | Other securities | — | — | $145K | 1.4% | |
| Fidelity Mid Cap Value Index Mutual Fund | Mutual Funds | — | — | $134K | 1.3% | |
| Empower Life & Insurance Company Guaranteed investment contract | Stable Value | — | — | $112K | 1.1% | |
| Fidelity Small Cap Growth Mutual Fund | Mutual Funds | — | — | $95K | 0.9% | |
| Pimco Stocksplus Intl Mutual Fund | Mutual Funds | — | — | $91K | 0.9% | |
| Putnam Large Cap Value Mutual Fund | Mutual Funds | — | — | $66K | 0.6% | |
| JP Morgan Mortgage-backed Securities Mutual Fund | Other securities | — | — | $56K | 0.5% | |
| DFA US Targeted Value Mutual Fund | Mutual Funds | — | — | $52K | 0.5% | |
| American Century Multisector Income Mutual Fund | Other securities | — | — | $44K | 0.4% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $40K | 0.4% | |
| T ROWE PRICE RET BLND SEL TRST 2020 GREAT GRAY · EIN 38-7271341 / PN 736 | Common Collective Trust | — | — | $30K | 0.3% | |
| American Century Mid Cap Value Mutual Fund 592 American Funds American Balanced Mutual Fund | Mutual Funds | — | — | $29K | 0.3% | |
| T ROWE PRICE RET BLND SEL TRST 2065 GREAT GRAY · EIN 38-7271350 / PN 745 | Common Collective Trust | — | — | $28K | 0.3% | |
| DFA Real Estate Securities Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Federated Hermes Instl High Yield Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| MFS Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| T ROWE PRICE RET BLND SEL TRST 2010 GREAT GRAY · EIN 38-7271351 / PN 734 | Common Collective Trust | — | — | $293 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $427 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | — | STAMFORD, CT | THIRD PARTY ADMIN | $16K | — |
