Joel R O'BRIEN signed Printing Partners 401(k) Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Printing Partners 401(k) Plan's EIN is 35-1769674.
Download the official 2023 Form 5500 (PDF) for Printing Partners 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Printing Partners 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE OF AMERIC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $603 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $575K | 13.2% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $378K | 8.7% | |
| Dimensional Fund Advisors DFA World Core Equity Institutional | Mutual Funds | — | — | $374K | 8.6% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $332K | 7.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $291K | 6.7% | |
| Dimensional Fund Advisors Dfa Intl Core Equity I | Mutual Funds | — | — | $289K | 6.7% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $283K | 6.5% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $228K | 5.2% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $188K | 4.3% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $172K | 4.0% | |
| maturing through September 2040 | Other securities | — | — | $160K | 3.7% | |
| Empower Annuity Insurance Company of America EI Fixed Account- Series Class II | Common Stocks | — | — | $120K | 2.8% | |
| American Funds Amerfds Small Cap Growth R6 | Mutual Funds | — | — | $114K | 2.6% | |
| MFS Investment Management MFS Intl Diversification R6 | Mutual Funds | — | — | $108K | 2.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $108K | 2.5% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $92K | 2.1% | |
| JPMorgan U.S. Value R6 | Other securities | — | — | $82K | 1.9% | |
| American Funds Amerfds New World R6 | Mutual Funds | — | — | $81K | 1.9% | |
| PGIM Global Total Return R6 | Other securities | — | — | $80K | 1.8% | |
| Dimensional Fund Advisors DFA US Small Cap Value I | Mutual Funds | — | — | $63K | 1.5% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $58K | 1.3% | |
| MFS Investment Management MFS Growth R6 | Mutual Funds | — | — | $54K | 1.2% | |
| Dimensional Fund Advisors DFA Commodity Strategy I | Mutual Funds | — | — | $52K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $52K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | — | CHICAGO, IL | OTHER | $396 | — |
