Vierbicher Associates, Inc.'s EIN is 39-1366289.
Download the official 2024 Form 5500 (PDF) for Vierbicher Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vierbicher Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $11.1M | 61.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.2M | 34.6% | |
| PUTNAM RETIREMENT ADVANT TRST 2030X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.0M | 11.0% | |
| PUTNAM RETIREMENT ADVANT TRST 2060X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.0M | 10.8% | |
| PUTNAM RETIREMENT ADVANT TRST 2035X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.6M | 8.7% | |
| PUTNAM RETIREMENT ADVANT TRST 2040X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| PUTNAM RETIREMENT ADVANT TRST 2050X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.2M | 6.7% | |
| PUTNAM RETIREMENT ADVANT TRST 2045X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $974K | 5.4% | |
| PUTNAM RETIREMENT ADVANT TRST 2055X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $777K | 4.3% | |
| PUTNAM RETIREMENT ADVANT TRST 2025X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $684K | 3.8% | |
| PUTNAM RETIREMENT ADVANT TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $638K | 3.5% | |
| [Assets held in participant loans] | Other | — | — | $170K | 0.9% |
| GALLAGHER BENEFIT SERVICES |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $51K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | CONTRACT ADMIN | $400 | — |
