Jessica E. Sietsema signed Powertrain Rockford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powertrain Rockford, Inc.'s EIN is 36-3585049.
Download the official 2024 Form 5500 (PDF) for Powertrain Rockford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powertrain Rockford, Inc.'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 | 06-1050034 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTEMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| * EAIC Unallocated contract – Guaranteed General account # | Guaranteed Income / GIC | — | — | $4.7M | 16.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.9M | 13.9% | |
| Empower Growth Stock / T. Rowe Price # | Other securities | — | — | $3.5M | 12.3% | |
| LARGE CAP GROW III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $3.5M | 12.3% | |
| Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $3.4M | 12.1% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $2.9M | 10.3% | |
| LARGE CAP VALUE / BARROW HANLEY FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 312 | Pooled Separate Account | — | — | $1.8M | 6.4% | |
| PGIM Real Assets R6 # | Mutual Funds | — | — | $1.4M | 5.0% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $1.4M | 4.9% | |
| MID CAP VALUE/ ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.2M | 4.1% | |
| JP Morgan Small Cap Growth R6 # | Other securities | — | — | $1.1M | 4.0% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY. · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $854K | 3.0% | |
| Fidelity Extended Market Index # | Mutual Funds | — | — | $655K | 2.3% | |
| maturities are through 2029 # | Other securities | — | — | $523K | 1.9% | |
| Fidelity Global ex U.S. Index # | Mutual Funds | — | — | $482K | 1.7% | |
| Fidelity U.S. Bond Index # | Mutual Funds | — | — | $380K | 1.3% | |
| MID CAP VALUE / COOKE & BILER FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 411 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
