Jesse KOOK signed Servion, Inc. DBA the Servion Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Servion, Inc. DBA the Servion Group's EIN is 41-1592297.
Download the official 2024 Form 5500 (PDF) for Servion, Inc. DBA the Servion Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servion, Inc. DBA the Servion Group'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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | — | EL SEGUNDO, CA | INVESTEMENT ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA RUSSELL LC GROWTH INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TEAM · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $3.6M | 20.1% | |
| BLACKROCK LIFEPATH INDEX 2050 K Collective Trust Fund | Common Collective Trusts | — | — | $2.2M | 12.0% | |
| FIDELITY 500 INDEX Collective Trust Fund | Common Collective Trusts | — | — | $1.4M | 7.6% | |
| JPMORGAN EQUITY INCOME R6 Collective Trust Fund | Common Collective Trusts | — | — | $1.4M | 7.6% | |
| BLACKROCK LIFEPATH INDEX 2040 K Collective Trust Fund | Common Collective Trusts | — | — | $1.3M | 7.3% | |
| BLACKROCK U.S. DEBT INDEX FEE CL 6 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $809K | 4.5% | |
| BLACKROCK RUSS 2500 IDX NON-LEND GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $682K | 3.8% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $674K | 3.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Collective Trust Fund | Common Collective Trusts | — | — | $655K | 3.6% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Collective Trust Fund | Common Collective Trusts | — | — | $511K | 2.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Collective Trust Fund | Common Collective Trusts | — | — | $456K | 2.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Collective Trust Fund | Common Collective Trusts | — | — | $395K | 2.2% | |
| T. ROWE PRICE SMALL-CAP VALUE I Collective Trust Fund | Common Collective Trusts | — | — | $394K | 2.2% | |
| GUARANTEED INTEREST FUND Collective Trust Fund | Common Collective Trusts | — | — | $393K | 2.2% | |
| INVESCO CORE BOND R6 Collective Trust Fund | Common Collective Trusts | — | — | $393K | 2.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Collective Trust Fund | Common Collective Trusts | — | — | $352K | 1.9% | |
| ISHARES RUSSELL MID-CAP INDEX K Collective Trust Fund | Common Collective Trusts | — | — | $348K | 1.9% | |
| STATE STREET SMALL/MID CAP EQUITY IDX K Collective Trust Fund | Common Collective Trusts | — | — | $312K | 1.7% | |
| ISHARES S&P 500 INDEX K Collective Trust Fund | Common Collective Trusts | — | — | $263K | 1.4% | |
| Interest rates ranging from * NOTES RECEIVABLE FROM PARTICIPANTS 4.25% to 9.50% $0 | Bonds / Notes | — | — | $257K | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2030 K Collective Trust Fund | Common Collective Trusts | — | — | $253K | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2060 K Collective Trust Fund | Common Collective Trusts | — | — | $243K | 1.3% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 Collective Trust Fund | Common Collective Trusts | — | — | $218K | 1.2% | |
| BLACKROCK LIFEPATH INDEX 2035 K Collective Trust Fund | Common Collective Trusts | — | — | $120K | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K Collective Trust Fund | Common Collective Trusts | — | — | $119K | 0.7% | |
| JPMORGAN INTERNATIONAL EQUITY R6 Collective Trust Fund | Common Collective Trusts | — | — | $112K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Collective Trust Fund | Common Collective Trusts | — | — | $73K | 0.4% | |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TEAM · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $61K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2045 K Collective Trust Fund | Common Collective Trusts | — | — | $60K | 0.3% | |
| FIDELITY EMERGING MARKETS INDEX Collective Trust Fund | Common Collective Trusts | — | — | $50K | 0.3% |
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 |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION, INC. | — | MAPLE GROVE, MN | CONTRACT ADMIN | $17K | — |
