Laura KOCH signed Profinium Financial Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profinium Financial Holdings, Inc.'s EIN is 41-1470223.
Download the official 2024 Form 5500 (PDF) for Profinium Financial Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Profinium Financial Holdings, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | FUND COMPANY RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $9K | — |
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 | — | — | $15.3M | 99.1% | |
| PUTNAM RETIREMENT ADV SELECT 2045 R GREAT GRAY · EIN 38-7289819 / PN 790 | Common Collective Trust | — | — | $428K | 2.8% | |
| MFS INTERNATIONAL VALUE EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $309K | 2.0% | |
| PUTNAM RETIREMENT ADV SELECT 2060 R GREAT GRAY · EIN 38-7275352 / PN 788 | Common Collective Trust | — | — | $287K | 1.9% | |
| PUTNAM RETIREMENT ADV SELECT 2055 R GREAT GRAY · EIN 38-7289821 / PN 792 | Common Collective Trust | — | — | $206K | 1.3% | |
| PUTNAM RETIREMENT ADV SELECT 2035 R GREAT GRAY · EIN 38-7275352 / PN 788 | Common Collective Trust | — | — | $93K | 0.6% | |
| PUTNAM RETIREMENT ADV SELECT 2040 R GREAT GRAY · EIN 38-7289818 / PN 789 | Common Collective Trust | — | — | $83K | 0.5% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $22K | 0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2050 R GREAT GRAY · EIN 38-7289820 / PN 791 | Common Collective Trust | — | — | $18K | 0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2065 R GREAT GRAY · EIN 38-7289823 / PN 794 | Common Collective Trust | — | — | $7K | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT 2030 R PUTNAM INVESTMENTS · EIN 38-7275351 / PN 787 | Common Collective Trust | — | — | $2K | <0.1% | |
| PUTNAM RETIREMENT ADV SELECT MATURI GREAT GRAY · EIN 38-7275349 / PN 785 | Common Collective Trust | — | — | $2K | <0.1% |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC, INC. | — | EDINA, MN | TPA | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | — | AUDITOR | $5K | — |
