Paul BERG signed Greer Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greer Industries, Inc.'s EIN is 34-0737241.
Download the official 2024 Form 5500 (PDF) for Greer Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greer 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | OTHER | $163K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $7.4M | 14.4% | |
| EAIC Guaranteed Income Fund | Other securities | — | — | $6.8M | 13.2% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $6.4M | 12.4% | |
| WESTERN ASSET CORE BOND (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 841 | Pooled Separate Account | — | — | $5.6M | 10.9% | |
| MFS International Diversification Fund R2 | Mutual Funds | — | — | $4.8M | 9.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $4.1M | 8.0% | |
| Vanguard Balanced Index Fund A | Common Collective Trusts | — | — | $3.2M | 6.3% | |
| Vanguard Total Stock Market Index Fund Admiral A | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $1.7M | 3.3% | |
| AllianceBernstein Small Cap Growth Fund AD | Other securities | — | — | $1.7M | 3.2% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $1.6M | 3.2% | |
| MID CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $1.1M | 2.2% | |
| Allspring Special Mid Cap Value Fund - Class Inst | Other securities | — | — | $1.1M | 2.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $300K | 0.6% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $171K | 0.3% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $156K | 0.3% | |
| DWS RREEF Real Estate Securities Fund A | Other securities | — | — | $110K | 0.2% | |
| PGIM Global Total Return Fund - Class R6 | Other securities | — | — | $60K | 0.1% | |
| PIMCO All Asset Fund A | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Freedom Index 2060 Instl Prem 690 Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
