The 20, LLC's EIN is 38-4226145.
Download the official 2024 Form 5500 (PDF) for The 20, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The 20, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORTH FINANCIAL GROUP, INC. | — | DALLAS, TX | BROKER/ ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $658K | 23.3% | |
| American Funds 2050 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $455K | 16.1% | |
| American Funds 2045 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $327K | 11.6% | |
| American Funds 2055 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $220K | 7.8% | |
| Empower Small Cap Value Inst Mutual Fund ** 260 * Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $208K | 7.4% | |
| American Funds 2040 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $202K | 7.2% | |
| American Funds 2060 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $162K | 5.7% | |
| American Funds 2025 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $97K | 3.4% | |
| American Funds 2020 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $79K | 2.8% | |
| Fidelity Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $68K | 2.4% | |
| Ab Large Cap Growth I Mutual Fund | Other securities | — | — | $59K | 2.1% | |
| American Funds 2035 Trgt Date Retire R Mutual Fund | Mutual Funds | — | — | $58K | 2.1% | |
| T. Rowe Price Health Sciences Mutual Fund ** 153 * T. Rowe Price Science/Technology Fund Mutual Fund | Other securities | — | — | $47K | 1.7% | |
| T. Rowe Price Small Cap Value Fund Mutual Fund ** 27 * Empower Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $42K | 1.5% | |
| Putnam Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $39K | 1.4% | |
| Goldman Sachs Gqg Ptnrs Intl Opps R6 Mutual Fund | Other securities | — | — | $23K | 0.8% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $20K | 0.7% | |
| Pgim Total Return Bond R6 Mutual Fund | Other securities | — | — | $16K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $11K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $9K | 0.3% | |
| Notes receivable from participants Bearing interest at 9.50%-10.50% - | Bonds / Notes | — | — | $8K | 0.3% | |
| Participant Loans 9.50% - 10.50% Interest | Bonds / Notes | — | $8K | $8K | 0.3% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| Invesco Global Allocation R6 Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Pimco Stocksplus Intl (Usd-Hedged) Inst Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Empower Annuity Insurance Co Forfeiture Account | Common Stocks | — | $2K | $2K | <0.1% | |
| American Funds American Balanced R6 Mutual Fund ** 547 * Columbia Dividend Income Instl 3 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| T. Rowe Price Growth Stock Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENTPLANS.COM, LLC | 80-0968774 | ADDISON, TX | CONTRACT ADMIN | $455 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10 | — |
