Zackary Kubik signed Mittera Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mittera Group, Inc.'s EIN is 42-1028248.
Download the official 2024 Form 5500 (PDF) for Mittera Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mittera Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | RECORDKEEPER | $117K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Mutual Fund N/A | Mutual Funds | — | — | $15.4M | 18.1% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund N/A | Mutual Funds | — | — | $10.9M | 12.8% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $10.5M | 12.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund N/A | Mutual Funds | — | — | $7.4M | 8.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund N/A | Mutual Funds | — | — | $6.4M | 7.5% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund N/A | Mutual Funds | — | — | $5.2M | 6.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $5.1M | 6.0% | |
| Baird Core plus Bond Inst Mutual Fund N/A | Other securities | — | — | $3.0M | 3.5% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 3.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 2.5% | |
| Janus Henderson Triton N Mutual Fund N/A | Mutual Funds | — | — | $2.0M | 2.4% | |
| T Rowe Price Overseas Stock I Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 2.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 2.1% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $1.7M | 2.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 2.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.3% | |
| Invesco Diversified Dividend R6 Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.3% | |
| Allspring Special Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $1.0M | 1.2% | |
| Macquarie Systematic Emerg Mkts Eq Inst Mutual Fund N/A | Other securities | — | — | $702K | 0.8% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund N/A | Mutual Funds | — | — | $155K | 0.2% | |
| Empower Self Directed Brokerage Roth Self-directed Brokerage N/A | Self-Directed Brokerage | — | — | $124K | 0.1% | |
| Empower Self Directed Brokerage Self-directed Brokerage N/A | Self-Directed Brokerage | — | — | $78K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $125 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $44K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
