Postworks New York, LLC's EIN is 45-2848381.
Download the official 2024 Form 5500 (PDF) for Postworks New York, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Postworks New York, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index A Mutual Fund | Common Collective Trusts | — | — | $2.2M | 12.6% | |
| JPMorgan Large Cap Growth R2 Mutual Fund | Other securities | — | — | $2.2M | 12.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.1M | 11.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| Columbia Dividend Income A Mutual Fund | Other securities | — | — | $1.0M | 6.0% | |
| Columbia Large Cap Enhanced Core A Mutual Fund | Other securities | — | — | $1.0M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $721K | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $538K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $499K | 2.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $422K | 2.4% | |
| Blackrock Adv Small Cap Core Inv A Mutual Fund | Other securities | — | — | $417K | 2.4% | |
| Federated MDT Small Cap Growth Fund A Mutual Fund | Other securities | — | — | $415K | 2.4% | |
| MFS Total Return Bond Fund Class R6 Mutual Funds | Mutual Funds | — | — | $400K | 2.3% | |
| SSGA S&P MIDCAP INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $398K | 2.3% | |
| MFS International Growth R3 Mutual Fund | Mutual Funds | — | — | $349K | 2.0% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $315K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $313K | 1.8% | |
| MFS Mid Cap Growth R4 Mutual Fund | Mutual Funds | — | — | $307K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $305K | 1.8% | |
| PIMCO Real Estate Real Return Strategy P Mutual Fund | Mutual Funds | — | — | $295K | 1.7% | |
| PIMCO Foreign Bond (USD-Hedged) A Mutual Fund | Mutual Funds | — | — | $233K | 1.3% | |
| BlackRock Floating Rate Income Fund Class K Mutual Fund | Bonds / Notes | — | — | $203K | 1.2% | |
| MFS Research International R3 Mutual Funds | Mutual Funds | — | — | $186K | 1.1% | |
| American Funds New Perspective R3 Mutual Fund | Mutual Funds | — | — | $162K | 0.9% | |
| Notes receivable from participants 9.50% - | Bonds / Notes | — | — | $152K | 0.9% | |
| American Century Mid Cap Value 1 Mutual Fund | Other securities | — | — | $147K | 0.8% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $143K | 0.8% | |
| American Funds American Balanced R3 Mutual Fund | Mutual Funds | — | — | $120K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $116K | 0.7% | |
| Hartford Schroders International Stk R3 Mutual Fund | Other securities | — | — | $47K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 V PUTNAM INVESTMENTS · EIN 85-3582370 / PN 001 | Common Collective Trust | — | — | $28K | 0.2% |
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 |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & AD | — | RIDGEWOOD, NJ | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPELI LLP | — | WAUSAU, WI | AUDITOR | $13K | — |
