Brian Hummert signed Power Wellness Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Wellness Management, LLC's EIN is 36-4313590.
Download the official 2024 Form 5500 (PDF) for Power Wellness Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power Wellness Management, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $3.9M | 16.1% | |
| Vanguard Growth Index Instl | Mutual Funds | — | — | $3.6M | 15.2% | |
| Vanguard Value Index ADM | Mutual Funds | — | — | $1.9M | 7.9% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $1.6M | 6.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.3M | 5.6% | |
| Europacific Growth R6 | Other securities | — | — | $1.2M | 5.0% | |
| New York Like Anchor Pooled separate account - New York Life Anchor Acct IV | Pooled Separate Accounts | — | — | $1.1M | 4.8% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.1M | 4.8% | |
| BlackRock Lifepath IDX 2035 K | Common Collective Trusts | — | — | $1.1M | 4.7% | |
| BlackRock Lifepath IDX RTRMT K | Common Collective Trusts | — | — | $1.1M | 4.5% | |
| BlackRock Lifepath IDX 2030 K | Common Collective Trusts | — | — | $1.0M | 4.3% | |
| Franklin Small Cap Value ADV | Mutual Funds | — | — | $973K | 4.1% | |
| BlackRock Lifepath IDX 2055 K | Common Collective Trusts | — | — | $964K | 4.0% | |
| BlackRock Total Return Instl Registered Investment Company | Common Stocks | — | — | $868K | 3.6% | |
| BlackRock Lifepath IDX 2050 K | Common Collective Trusts | — | — | $538K | 2.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $528K | 2.2% | |
| BlackRock Lifepath IDX 2045 K | Common Collective Trusts | — | — | $309K | 1.3% | |
| Fidelity Total Intern Index | Mutual Funds | — | — | $246K | 1.0% | |
| Fidelity Intl Small Call Opp | Mutual Funds | — | — | $205K | 0.9% | |
| Participants Participant notes receivable with interest rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $132K | 0.6% | |
| BlackRock Lifepath IDX 2060 K | Common Collective Trusts | — | — | $85K | 0.4% | |
| BlackRock Lifepath IDX 2065 K | Common Collective Trusts | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
