AMY Davin signed First Mutual Holding Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Mutual Holding Co.'s EIN is 34-0220715.
Download the official 2024 Form 5500 (PDF) for First Mutual Holding Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Mutual Holding Co.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC | Common Stocks | — | — | $6.1M | 13.2% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $5.7M | 12.3% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $4.6M | 9.9% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $3.9M | 8.4% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $3.1M | 6.8% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $2.3M | 5.0% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.9M | 4.0% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.9M | 4.0% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.8M | 4.0% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.8M | 3.8% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.6M | 3.5% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.4M | 2.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.4M | 2.9% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.3M | 2.9% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.3M | 2.9% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.1M | 2.3% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.1M | 2.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $1.0M | 2.2% | |
| Notes Receivable from Participants, Net of Deemed Distributions | Other securities | — | — | $714K | 1.5% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $641K | 1.4% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $602K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $602K | 1.3% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $523K | 1.1% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $511K | 1.1% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $464K | 1.0% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $391K | 0.8% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $211K | 0.5% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $100K | 0.2% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
