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 MGMT | $48K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $31.9M | 34.2% | |
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $13.1M | 14.1% | |
| American Century Retirement Date 2055 Common Collective Trust | Common Collective Trusts | — | — | $5.7M | 6.1% | |
| American Century Retirement Date 2030 Common Collective Trust | Common Collective Trusts | — | — | $5.1M | 5.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.0M | 5.3% | |
| American Century Retirement Date 2045 Common Collective Trust | Common Collective Trusts | — | — | $4.9M | 5.3% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $4.6M | 5.0% | |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN LEGAL · EIN 43-6105610 / PN 535 | Common Collective Trust | — | — | $4.4M | 4.8% | |
| Vanguard Extended Market Index Mutual Fund | Mutual Funds | — | — | $4.1M | 4.4% | |
| American Century Retirement Date 2050 Common Collective Trust | Common Collective Trusts | — | — | $3.9M | 4.2% | |
| American Century Retirement Date 2025 Common Collective Trust | Common Collective Trusts | — | — | $3.9M | 4.2% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $3.7M | 4.0% | |
| American Century Retirement Date 2060 Common Collective Trust | Common Collective Trusts | — | — | $2.4M | 2.6% | |
| American Century Retirement Date 2035 Common Collective Trust | Common Collective Trusts | — | — | $2.3M | 2.5% | |
| MFS Value Mutual Fund | Mutual Funds | — | — | $2.3M | 2.4% | |
| TCW Metwest Total Return Bond Plan Mutual Fund | Other securities | — | — | $2.2M | 2.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.3% | |
| American Century Retirement Date 2040 Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 2.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| Individually Directed Brokerage Accounts Various Investments | Self-Directed Brokerage | — | — | $1.7M | 1.9% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6200430 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| American Century Retirement Date Income Common Collective Trust | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| Invesco International Small-Mid Company Mutual Fund | Mutual Funds | — | — | $965K | 1.0% | |
| Notes Receivable from Participants Various participants, interest rates from 3.25% to 8.50% | Bonds / Notes | — | — | $903K | 1.0% | |
| American Century Retirement Date 2065 Common Collective Trust | Common Collective Trusts | — | — | $345K | 0.4% |
