Vanessa A. Hayes signed Anderson, Eckstein and Westrick, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anderson, Eckstein and Westrick, Inc.'s EIN is 38-1904829.
Download the official 2023 Form 5500 (PDF) for Anderson, Eckstein and Westrick, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Anderson, Eckstein and Westrick, Inc.'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 | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.3M | 61.4% | |
| [Assets held in pooled separate account] | Other | — | — | $14.9M | 30.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $5.7M | 11.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $4.4M | 8.9% | |
| FUTUREFUNDS SERIES ACCOUNT II OF G EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.7M | 5.6% | |
| MID CAP VALUE FUND / ROBECO BOSTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.0M | 4.0% | |
| [Assets held in common collective trust] | Other | — | — | $1.2M | 2.5% | |
| VICTORY SMALL CAP VALUE FUND GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $1.2M | 2.5% |
| — |
| ROSWELL, GA |
| OTHER |
| $56K |
| — |
