Julie Powell signed Burrow Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burrow Global, LLC's EIN is 37-1619755.
Download the official 2024 Form 5500 (PDF) for Burrow Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burrow Global, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $43K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| 8 Empower Trust Company, LLC Fidelity US Bond Index | Mutual Funds | — | — | $4.2M | 14.4% | |
| 2 Empower Trust Company, LLC Fidelity 500 Index | Common Collective Trusts | — | — | $4.0M | 13.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $2.8M | 9.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.6M | 9.0% | |
| 4 Empower Trust Company, LLC Fidelity International Index | Mutual Funds | — | — | $1.7M | 5.7% | |
| 12 * Empower Annuity Insurance Company of America EI Fixed Account | Common Stocks | — | — | $1.4M | 4.9% | |
| 11 Empower Trust Company, LLC JPMorgan Large Cap Growth | Common Stocks | — | — | $1.2M | 4.3% | |
| 12 Empower Trust Company, LLC JPMorgan MidCap Growth | Common Stocks | — | — | $1.1M | 3.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| 5 Empower Trust Company, LLC Fidelity MidCap Index | Mutual Funds | — | — | $1.0M | 3.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $923K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $913K | 3.1% | |
| 3 Empower Trust Company, LLC Fidelity Emerging Markets Index | Mutual Funds | — | — | $819K | 2.8% | |
| 15 Empower Trust Company, LLC LargeCap Value Fund | Common Stocks | — | — | $785K | 2.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $785K | 2.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $757K | 2.6% | |
| 7 Empower Trust Company, LLC Fidelity SmallCap Index | Mutual Funds | — | — | $596K | 2.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $505K | 1.7% | |
| 6 Empower Trust Company, LLC Fidelity Real Estate Index | Mutual Funds | — | — | $392K | 1.3% | |
| 1 Empower Trust Company, LLC American Funds Bond Fund of America | Mutual Funds | — | — | $374K | 1.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $333K | 1.1% | |
| 9 Empower Trust Company, LLC Invesco Small Cap Value | Mutual Funds | — | — | $301K | 1.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $202K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $187K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $181K | 0.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $141K | 0.5% | |
| 16 Empower Trust Company, LLC MidCap Value Fee | Common Stocks | — | — | $141K | 0.5% | |
| 10 Empower Trust Company, LLC JPMorgan Global Bond Opportunites | Common Stocks | — | — | $138K | 0.5% | |
| 13 Empower Trust Company, LLC Empower SDBA | Common Stocks | — | — | $134K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $13K |
| — |
