Octavia Perez signed Certified Power, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Certified Power, Inc.'s EIN is 41-1578510.
Download the official 2023 Form 5500 (PDF) for Certified Power, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Certified Power, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARNTERS LLC | 47-1411118 | — | NONE | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Capital Bank Guaranteed Interest Account (at CV) | Other securities | — | — | $10.2M | 21.2% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $7.8M | 16.1% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $5.5M | 11.4% | |
| Fidelity EQUITY-INCOME K | Mutual Funds | — | — | $5.1M | 10.5% | |
| American Funds AMERICAN FUNDS US GOVERNMENT SEC R6 | Mutual Funds | — | — | $4.5M | 9.3% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.7M | 5.6% | |
| DFA U.S. VECTOR EQUITY I | Mutual Funds | — | — | $2.6M | 5.3% | |
| Vanguard 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $2.4M | 4.9% | |
| Vanguard EXPLORER ADM | Mutual Funds | — | — | $2.1M | 4.3% | |
| Vanguard SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $1.7M | 3.5% | |
| Vanguard INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $782K | 1.6% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $523K | 1.1% | |
| Notes receivable from participants Maturity dates through April 2038 | Other securities | — | — | $466K | 1.0% | |
| Baird Core BAIRD CORE PLUS BOND INST | Other securities | — | — | $458K | 0.9% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $387K | 0.8% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $331K | 0.7% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $265K | 0.5% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $211K | 0.4% | |
| American Funds AMER FUNDS MODERATE G/I PORTFOLIO R6 | Mutual Funds | — | — | $208K | 0.4% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $184K | 0.4% | |
| Vanguard EMERGING MKTS STOCK IDX ADM | Common Collective Trusts | — | — | $72K | 0.1% | |
| Oppenheimer INVESCO DEVELOPING MARKETS R6 | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
