Gloria Keating signed P1 Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P1 Group's EIN is 43-1801918.
Download the official 2024 Form 5500 (PDF) for P1 Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P1 Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $27.0M | 90.9% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $4.9M | 16.4% | |
| BLACKROCK EQUITY INDEX I GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.2M | 14.0% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $3.5M | 11.8% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $2.5M | 8.5% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $2.1M | 7.0% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.8M | 6.1% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $778K | 2.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $776K | 2.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $657K | 2.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $477K | 1.6% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $432K | 1.5% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $356K | 1.2% | |
| SMALL CAP VALUE FUND II FEE CLASSR1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $194K | 0.7% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $192K | 0.6% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $139K | 0.5% | |
| MY RETIREMENT PATH CONSERV 2035 R GREAT GRAY · EIN 38-4116829 / PN 000 | Common Collective Trust | — | — | $128K | 0.4% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $63K | 0.2% | |
| MY RETIREMENT PATH AGGR RET R GREAT GRAY · EIN 38-4097345 / PN 000 | Common Collective Trust | — | — | $21K | <0.1% | |
| MY RETIREMENT PATH CONSERV R GREAT GRAY · EIN 38-4116828 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH CONSERV 2025 R GREAT GRAY · EIN 38-4116827 / PN 504 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2025 R GREAT GRAY · EIN 38-4097342 / PN 490 | Common Collective Trust | — | — | $0 | <0.1% |
| MASSACHUSETTS MUTUAL LIFE INS COMP |
| — |
| SPRINGFIELD, MA |
| INVESTMENT ADVISOR |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP NATIONAL LLC DBA ERP RETIREMENT | — | MELVILLE, NY | CONTRACT ADMIN | $0 | — |
