Derrick Clevenger signed GWS Tool, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GWS Tool, LLC's EIN is 36-4790066.
Download the official 2023 Form 5500 (PDF) for GWS Tool, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)GWS Tool, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.7M | 92.5% | |
| [Assets held in participant loans] | Other | — | — | $256K | 1.3% |
| MERRILL LYNCH PIERCE FENNER | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY,LLC | — | MEDINA, OH | OTHER | $400 | — |
