Julie RABY signed Keweenaw Bay Indian Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keweenaw Bay Indian Community's EIN is 38-1743340.
Download the official 2024 Form 5500 (PDF) for Keweenaw Bay Indian Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keweenaw Bay Indian Community'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 | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Empower Life & Annuity Insurance Company Guaranteed interest account - SF Guaranteed | Common Stocks | — | — | $8.5M | 27.0% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $3.7M | 11.7% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $2.5M | 7.9% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $2.0M | 6.5% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $1.9M | 6.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.9M | 5.9% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.5% | |
| Guggenheim Total Return Bond Instl | Other securities | — | — | $1.5M | 4.8% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $772K | 2.4% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $759K | 2.4% | |
| Virtus Small-Cap R6 | Other securities | — | — | $746K | 2.4% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $604K | 1.9% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $587K | 1.9% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $332K | 1.0% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $330K | 1.0% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $266K | 0.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $265K | 0.8% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $187K | 0.6% | |
| T Rowe Price T Rowe Price Overseas Stock I | Mutual Funds | — | — | $186K | 0.6% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $145K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $122K | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $48K | 0.2% | |
| First Eagle First Eagle Overseas R6 | Other securities | — | — | $44K | 0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $73K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MRPR GROUP PC | — | SOUTHFIELD, MI | AUDITOR | $14K | — |
