JAN Jensen signed The Raymond Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Raymond Group's EIN is 33-0782809.
Download the official 2024 Form 5500 (PDF) for The Raymond Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Raymond Group'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | IRVINE, CA | INVESTMENT ADVISOR | $83K | — |
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 | — | — | $44.4M | 99.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.1M | 18.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.7M | 10.4% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $879K | 2.0% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $783K | 1.7% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $688K | 1.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $279K | 0.6% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $209K | 0.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $205K | 0.5% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $109K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $60K | 0.1% | |
| LARGE CAP GROWTH / JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
