Polsinelli PC's EIN is 43-1064260.
Download the official 2023 Form 5500 (PDF) for Polsinelli PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Polsinelli PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $164K | — |
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | ADVISOR | $91K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $26K |
| — |
| BRAND ASSET MANAGEMENT GROUP I | 43-1601121 | — | ADVISOR | $19K | — |
| ENVESTMENT ASSET MANAGEMENT, INC. | 36-4319587 | — | ADVISOR | $15K | — |
| CLAYTON FINANCIAL GROUP LLC | 47-3829020 | — | ADVISOR | $14K | — |
| ACROPOLIS INVESTMENT MGMT LLC | 32-0016216 | — | ADVISOR | $10K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | ADVISOR | $9K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | ADVISOR | $8K | — |
| ZEMENICK & WALKER INC | 43-1456681 | — | ADVISOR | $8K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING INC | 43-1270780 | — | ACCOUNTING | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $124.5M | 24.0% | |
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $87.6M | 16.9% | |
| Individually Directed Brokerage Accounts Various Investments | Self-Directed Brokerage | — | — | $60.7M | 11.7% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $50.8M | 9.8% | |
| Vanguard Extended Market Index Mutual Fund | Mutual Funds | — | — | $27.9M | 5.4% | |
| American Century Retirement Date 2045 Common Collective Trust | Common Collective Trusts | — | — | $22.4M | 4.3% | |
| American Century Retirement Date 2040 Common Collective Trust | Common Collective Trusts | — | — | $21.9M | 4.2% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $19.9M | 3.8% | |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN LEGAL · EIN 43-6105610 / PN 535 | Common Collective Trust | — | — | $19.7M | 3.8% | |
| American Century Retirement Date 2050 Common Collective Trust | Common Collective Trusts | — | — | $18.8M | 3.6% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $18.5M | 3.6% | |
| MFS Value Mutual Fund | Mutual Funds | — | — | $18.1M | 3.5% | |
| Morley Stable Value Fund Common Collective Trust | Stable Value | — | — | $16.8M | 3.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $16.5M | 3.2% | |
| American Century Retirement Date 2030 Common Collective Trust | Common Collective Trusts | — | — | $14.9M | 2.9% | |
| TCW Metwest Total Return Bond Plan Mutual Fund | Other securities | — | — | $14.4M | 2.8% | |
| American Century Retirement Date 2035 Common Collective Trust | Common Collective Trusts | — | — | $13.8M | 2.7% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $12.3M | 2.4% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $11.6M | 2.2% | |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6200430 / PN 001 | Common Collective Trust | — | — | $11.4M | 2.2% | |
| American Century Retirement Date 2055 Common Collective Trust | Common Collective Trusts | — | — | $11.2M | 2.2% | |
| American Century Retirement Date 2025 Common Collective Trust | Common Collective Trusts | — | — | $9.8M | 1.9% | |
| Oppenheimer International Small-Mid Co Mutual Fund | Mutual Funds | — | — | $8.8M | 1.7% | |
| American Century Retirement Date Income Common Collective Trust | Common Collective Trusts | — | — | $7.0M | 1.4% | |
| American Century Retirement Date 2060 Common Collective Trust | Common Collective Trusts | — | — | $4.3M | 0.8% | |
| Notes Receivable from Participants Various participants, interest rates from 3.25% to 8.50% | Bonds / Notes | — | — | $2.3M | 0.5% | |
| American Century Retirement Date 2065 Common Collective Trust | Common Collective Trusts | — | — | $267K | <0.1% |
