Wendy Worthington signed Sifco Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sifco Industries, Inc.'s EIN is 34-0553950.
Download the official 2024 Form 5500 (PDF) for Sifco Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sifco Industries, Inc.'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 | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Group Annuity Contract * Empower Equitable Income Fixed Account - Series Class | Common Stocks | — | — | $3.2M | 16.4% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $3.1M | 15.9% | |
| JP Morgan Chase JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $1.3M | 6.8% | |
| Vanguard Windsor II Fund - Admiral Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.0M | 5.3% | |
| Fund Vanguard Target Retirement 2035 Investment | Mutual Funds | — | — | $936K | 4.9% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $852K | 4.4% | |
| JP Morgan Chase JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $758K | 3.9% | |
| Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $681K | 3.5% | |
| Fund Vanguard Long-Term Investment Grade Fund ** - Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $645K | 3.3% | |
| Fund Vanguard Target Retirement 2025 Investment | Mutual Funds | — | — | $616K | 3.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $564K | 2.9% | |
| Fund Vanguard Target Retirement 2055 Investment | Mutual Funds | — | — | $563K | 2.9% | |
| BNY Mellon BNY Mellon Midcap Index Fund | Common Collective Trusts | — | — | $530K | 2.8% | |
| Vanguard Target Retirement 2020 Investment | Mutual Funds | — | — | $527K | 2.7% | |
| Fund Vanguard LifeStrategy Growth Investment | Mutual Funds | — | — | $480K | 2.5% | |
| Fund Vanguard Target Retirement 2045 Investment | Mutual Funds | — | — | $456K | 2.4% | |
| American Funds The Bond Fund of America | Mutual Funds | — | — | $359K | 1.9% | |
| Fund Vanguard Target Retirement 2030 Investment | Mutual Funds | — | — | $337K | 1.7% | |
| Fund Vanguard Target Retirement 2040 Investment | Mutual Funds | — | — | $279K | 1.4% | |
| s (Continued) Vanguard Target Retirement Investment Fund | Mutual Funds | — | — | $257K | 1.3% | |
| Fund Vanguard Target Retirement 2050 Investment | Mutual Funds | — | — | $248K | 1.3% | |
| Notes Receivable from Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $209K | 1.1% | |
| Fund Vanguard Target Retirement 2060 Investment | Mutual Funds | — | — | $190K | 1.0% | |
| Massachusetts Financial MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $93K | 0.5% | |
| V Company Common Stock Fund * Empower SIFCO Industries, Inc. Common Stock Fund | Common Stocks | — | — | $24K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $27K |
| — |
