Maria HONC signed Koerber Supply Chain LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Koerber Supply Chain LLC's EIN is 35-2741794.
Download the official 2024 Form 5500 (PDF) for Koerber Supply Chain LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Koerber Supply Chain LLC'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | — | — | $28.4M | 35.9% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO TRUST COMPANY · EIN 81-1142974 / PN 001 | Common Collective Trust | — | — | $8.3M | 10.5% | |
| Hartford Schroders International Stock Fund Class SDR | Other securities | — | — | $6.6M | 8.3% | |
| Fidelity Advisor Stock Selector Mid Cap Fund - Class Z | Mutual Funds | — | — | $5.9M | 7.5% | |
| BlackRock Lifepath Index Retire K | Other securities | — | — | $4.4M | 5.6% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $4.2M | 5.3% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $3.3M | 4.2% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $2.8M | 3.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.6M | 3.3% | |
| Empower Self Directed Brokerage | Self-Directed Brokerage | — | — | $2.5M | 3.1% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $1.9M | 2.4% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $1.3M | 1.7% | |
| with various due dates -0- | Other securities | — | — | $1.0M | 1.3% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL INVESTMENT MANAGEMENT · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $962K | 1.2% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $739K | 0.9% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $682K | 0.9% | |
| ClearBridge Appreciation Fund Class IS | Other securities | — | — | $530K | 0.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $386K | 0.5% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | — | $344K | 0.4% | |
| Pioneer Fundamental Growth Fund Class K Shares | Other securities | — | — | $212K | 0.3% | |
| BlackRock Inflation Protected Bond K | Other securities | — | — | $211K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $162K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $128K | 0.2% | |
| Eaton Vance Income Fund of Boston Class R6 | Other securities | — | — | $126K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $71K | <0.1% | |
| DFA Emerging Markets Portfolio Institutional Class I | Mutual Funds | — | — | $53K | <0.1% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $42K | <0.1% | |
| Neuberger Berman Genesis Fund Class R6 | Other securities | — | — | $32K | <0.1% | |
| Empower Self Directed Brokerage Roth | Self-Directed Brokerage | — | — | $32K | <0.1% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $19K | <0.1% | |
| MORLEY STABLE VALUE CL 25 MORLEY STABLE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% | |
| Principal SmallCap Value Fund II Class R-6 | Other securities | — | — | $15K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MGMT |
| $130 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
