Christy Steverson signed Daniel RP Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daniel RP Management, LLC's EIN is 45-5473308.
Download the official 2024 Form 5500 (PDF) for Daniel RP Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daniel RP Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISORY | $53K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 | Pooled Separate Accounts | — | — | $6.8M | 23.1% | |
| 1RLBGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $6.8M | 23.1% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $4.5M | 15.2% | |
| 1WFSPX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $4.5M | 15.2% | |
| American Funds American Fund Growth Fund Of Amer R6 | Mutual Funds | — | — | $3.2M | 11.0% | |
| 1RGAGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $3.2M | 11.0% | |
| American Funds American Funds Bong Fund Of Amer R6 | Mutual Funds | — | — | $1.3M | 4.3% | |
| 1RBFGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.3% | |
| American Funds American Funds Europacific Gr | Mutual Funds | — | — | $1.1M | 3.8% | |
| 1RERGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.8% | |
| American Funds American Funds 2025 Trgt Date | Mutual Funds | — | — | $1.1M | 3.7% | |
| 1RFDTX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.7% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $926K | 3.1% | |
| 1MVCKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $926K | 3.1% | |
| 1KGPGW GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $779K | 2.6% | |
| iShares Msci Eafe International Index | Other securities | — | — | $673K | 2.3% | |
| 1BTMKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $673K | 2.3% | |
| Janus Henderson Janus Henderson Small Cap Value | Mutual Funds | — | — | $669K | 2.3% | |
| 1JDSNX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $669K | 2.3% | |
| 1RWMGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $653K | 2.2% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $652K | 2.2% | |
| American Funds American Fund New World R6 | Mutual Funds | — | — | $615K | 2.1% | |
| 1RNWGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $615K | 2.1% | |
| American Funds American Funds 2035 Trgt Date | Mutual Funds | — | — | $609K | 2.1% | |
| 1RFFTX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $609K | 2.1% | |
| American Funds American Funds 2050 Trgt Date | Mutual Funds | — | — | $601K | 2.0% | |
| 1RFITX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $601K | 2.0% | |
| Virtus Kar Small-Cap Core I | Other securities | — | — | $593K | 2.0% | |
| 1PKSFX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $593K | 2.0% | |
| American Funds American Funds 2040 Trgt Date | Mutual Funds | — | — | $577K | 2.0% | |
| 1RFGTX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $577K | 2.0% | |
| iShares Russell 2000 Small-Cap Index | Common Collective Trusts | — | — | $561K | 1.9% | |
| 1BDBKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $561K | 1.9% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $558K | 1.9% | |
| 1BRMKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $558K | 1.9% | |
| American Funds American Fund Fundamental Investor R6 | Mutual Funds | — | — | $531K | 1.8% | |
| 1RFNGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $531K | 1.8% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $453K | 1.5% | |
| 1OTCKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $453K | 1.5% | |
| through October 2029 | Other securities | — | — | $411K | 1.4% | |
| American Funds American Funds 2060 Trgt Date | Mutual Funds | — | — | $360K | 1.2% | |
| 1RFUTX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $360K | 1.2% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $273K | 0.9% | |
| 1RIRGX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $273K | 0.9% | |
| MFS Value R6 | Mutual Funds | — | — | $269K | 0.9% | |
| 1MEIKX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $269K | 0.9% | |
| American Funds American Funds 2020 Trgt Date | Mutual Funds | — | — | $263K | 0.9% | |
| 1RRCTX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $263K | 0.9% | |
| American Funds American Funds 2030 Trgt Date | Mutual Funds | — | — | $214K | 0.7% | |
| 1RFETX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $214K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| JACKSONVILLE, FL |
| INVESTMENT ADVISORY |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISON PLAN ADMINISTRATION | — | WARNER ROBINS, GA | SERVICE PROVIDER | $13K | — |
