Mary Winter signed EOS Hospitality, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EOS Hospitality, LLC's EIN is 35-2586699.
Download the official 2022 Form 5500 (PDF) for EOS Hospitality, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)EOS Hospitality, 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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | 61-1732930 | — | INVESTMENT ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9.8M | 94.3% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 13.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2035 Fund | Mutual Funds | — | — | $1.2M | 11.7% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2045 Fund | Mutual Funds | — | — | $1.1M | 10.7% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2050 Fund | Mutual Funds | — | — | $971K | 9.4% | |
| Empower Annuity Insurance Company of America Vanguard 500 Index Adm | Common Collective Trusts | — | — | $952K | 9.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2025 Fund | Mutual Funds | — | — | $629K | 6.1% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2020 Fund | Mutual Funds | — | — | $621K | 6.0% | |
| Empower Annuity Insurance Company of America JPMorgan Large Cap Growth Fund Class A | Common Stocks | — | — | $428K | 4.1% | |
| Empower Annuity Insurance Company of America Fixed Income Guaranteed Option | Common Stocks | — | — | $352K | 3.4% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2055 Fund | Mutual Funds | — | — | $290K | 2.8% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 8.00% | Bonds / Notes | — | — | $278K | 2.7% | |
| Empower Annuity Insurance Company of America Hartford Mid Cap R6 | Common Stocks | — | — | $266K | 2.6% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2015 Fund | Mutual Funds | — | — | $231K | 2.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2060 Fund | Mutual Funds | — | — | $178K | 1.7% | |
| Empower Annuity Insurance Company of America Massmutual Total Return Bond I ** 242 * Empower Annuity Insurance Company of America Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $151K | 1.5% | |
| Empower Annuity Insurance Company of America Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $92K | 0.9% | |
| Empower Annuity Insurance Company of America Invesco Diversified Dividend R6 | Mutual Funds | — | — | $89K | 0.9% | |
| included: Corrected VFCP PTE 2002-51 X | Other securities | — | — | $85K | 0.8% | |
| Empower Annuity Insurance Company of America Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $55K | 0.5% | |
| Empower Annuity Insurance Company of America Invesco Small Cap Growth R6 | Mutual Funds | — | — | $48K | 0.5% | |
| Empower Annuity Insurance Company of America MFS Mid-Cap Value R6 | Mutual Funds | — | — | $44K | 0.4% | |
| Empower Annuity Insurance Company of America American Funds Europacific Growth R6 | Mutual Funds | — | — | $41K | 0.4% | |
| Empower Annuity Insurance Company of America Vanguard Total Bond Market Index ADM | Mutual Funds | — | — | $25K | 0.2% | |
| Empower Annuity Insurance Company of America Allspring Special Small Cap Value R6 | Common Stocks | — | — | $10K | <0.1% | |
| Empower Annuity Insurance Company of America American Funds Target Date Retirement 2010 Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | TPA | $75 | — |
| PLAN DESIGN CONSULTANTS INC | 94-2936206 | — | TPA | $0 | — |
