AMY Meschberger signed Powers and Sons, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powers and Sons, LLC's EIN is 33-1009205.
Download the official 2024 Form 5500 (PDF) for Powers and Sons, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powers and Sons, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | — | CARMEL, IN | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE RET 35 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.1M | 13.3% | |
| AMERICAN CENTURY ONE CHOICE RET 25 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.6% | |
| AMERICAN CENTURY ONE CHOICE RET 30 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.4% | |
| AMERICAN CENTURY ONE CHOICE RET 40 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.1% | |
| AMERICAN CENTURY ONE CHOICE RET 45 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | Other securities | — | — | $769K | 4.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $766K | 4.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $730K | 4.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $647K | 4.0% | |
| AMERICAN CENTURY ONE CHOICE IN RET GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $614K | 3.8% | |
| AMERICAN CENTURY ONE CHOICE RET 55 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $564K | 3.5% | |
| AMERICAN CENTURY ONE CHOICE RET 50 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $515K | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $501K | 3.1% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | Mutual Funds | — | — | $468K | 2.9% | |
| BlackRock Equity Dividend K BlackRock 0 | Other securities | — | — | $457K | 2.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $444K | 2.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $418K | 2.6% | |
| JPMorgan Core Bond R6 JP Morgan 0 | Other securities | — | — | $224K | 1.4% | |
| Fidelity Emerging Markets Index Fidelity 0 | Mutual Funds | — | — | $219K | 1.4% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $202K | 1.3% | |
| Fidelity Small Cap Growth K6 Fidelity 0 | Mutual Funds | — | — | $192K | 1.2% | |
| AMERICAN CENTURY ONE CHOICE RET 60 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $176K | 1.1% | |
| WCM Focused International Growth Instl WCM 0 | Other securities | — | — | $119K | 0.7% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $93K | 0.6% | |
| Vanguard Treasury Money Market Vanguard 0 | Mutual Funds | — | — | $76K | 0.5% | |
| Manning & Napier HY Bond Series Z Manning 0 | Other securities | — | — | $73K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $30K | 0.2% | |
| AMERICAN CENTURY ONE CHOICE RET 65 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| Applied Finance Explorer Instl Applied 0 | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
