First Impressions, S.C.'s EIN is 39-1825887.
Download the official 2024 Form 5500 (PDF) for First Impressions, S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Impressions, S.C.'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 | NONE | $9K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.7M | 15.0% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $2.4M | 13.5% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.1M | 11.8% | |
| Edgewood Growth Institutional | Other securities | — | — | $1.7M | 9.7% | |
| Dodge & Cox Stock - I | Mutual Funds | — | — | $1.5M | 8.5% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 7.3% | |
| Pioneer Strategic Income Y | Other securities | — | — | $936K | 5.3% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $873K | 4.9% | |
| CORE PLUS BOND FUND II CL II GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $809K | 4.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $776K | 4.4% | |
| Empower Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $761K | 4.3% | |
| DFA International Small Company I | Mutual Funds | — | — | $437K | 2.5% | |
| EMERGING MARKETS FUND CLASS II GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $405K | 2.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $263K | 1.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $126K | 0.7% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $64K | 0.4% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $62K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $45K |
| — |
