Richard Owen signed Partnermd, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Partnermd, LLC's EIN is 35-2187337.
Download the official 2024 Form 5500 (PDF) for Partnermd, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partnermd, LLC'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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $17.2M | 99.4% | |
| INDEXSELECT INCOME 2035 R6 GREAT GRAY · EIN 99-1579274 / PN 002 | Common Collective Trust | — | — | $4.6M | 26.5% | |
| INDEXSELECT INC & GROWTH RETIRE R6 GREAT GRAY · EIN 99-1579274 / PN 012 | Common Collective Trust | — | — | $2.2M | 12.6% | |
| INDEXSELECT INCOME RETIREMENT R6 GREAT GRAY · EIN 99-1579274 / PN 006 | Common Collective Trust | — | — | $2.1M | 12.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 01-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 6.3% | |
| INDEXSELECT INCOME 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 003 | Common Collective Trust | — | — | $792K | 4.6% | |
| INDEXSELECT INCOME 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 004 | Common Collective Trust | — | — | $657K | 3.8% | |
| INDEXSELECT INC & GROWTH 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 009 | Common Collective Trust | — | — | $463K | 2.7% | |
| INDEXSELECT INCOME AND GROWTH 2035 GREAT GRAY · EIN 99-1579274 / PN 008 | Common Collective Trust | — | — | $391K | 2.3% | |
| INDEXSELECT INC & GROWTH 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 010 | Common Collective Trust | — | — | $305K | 1.8% | |
| INDEXSELECT GROWTH 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 016 | Common Collective Trust | — | — | $15K | <0.1% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT GROWTH 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 015 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT INCOME 2065 R6 GREAT GRAY · EIN 99-1579274 / PN 005 | Common Collective Trust | — | — | $514 | <0.1% | |
| INDEXSELECT GROWTH 2035 R6 GREAT GRAY · EIN 99-1579274 / PN 014 | Common Collective Trust | — | — | $320 | <0.1% | |
| INDEXSELECT INCOME 2025 R6 GREAT GRAY · EIN 99-1579274 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT INCOME & GROWTH 2025 R6 GREAT GRAY · EIN 99-1579274 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2055 FUND CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGR 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $33K |
| — |
