DX MSO PLLC's EIN is 46-0933667.
Download the official 2024 Form 5500 (PDF) for DX MSO PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DX MSO PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO |
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 pooled separate account] | Other | — | — | $1.9M | 93.1% | |
| MORNINGSTAR - 36-3297908 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.9M | 91.1% |
| INVESTMENT MGMT |
| $24 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC. | — | OAKDALE, MN | INVESTMENT ADVISOR | $3K | — |
| WOODBURY FINANCIAL SERVICES, INC. | — | OAKDALE, MN | INVESTMENT ADVISOR | $3K | — |
| EMPOWER ANNUITY INS CO. OF AMERICA | — | GREENWOO VILLAGE, CO | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | — | KNOXVILLE, TN | CONTRACT ADMIN | $3K | — |
| ERISA SERVICES, INC. | — | KNOXVILLE, TN | CONTRACT ADMIN | $3K | — |
| ERISA SERVICES, INC. | — | KNOXVILLE, TN | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | SERVICE PROVIDER | $0 | — |
