Laura Good signed Million Dollar Round Table's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Million Dollar Round Table's EIN is 36-2138427.
Download the official 2024 Form 5500 (PDF) for Million Dollar Round Table from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Million Dollar Round Table's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES 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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $2.2M | 10.1% |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | $976K | 4.4% |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | $412K | 1.9% |
| — |
| DES MOINES, IA |
| INVESTMENT ADVISOR |
| $29K |
| — |
