Sarah Everly signed Techflow Mission Support, LLC DBA EMI Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Techflow Mission Support, LLC DBA EMI Services' EIN is 46-0976793.
Download the official 2024 Form 5500 (PDF) for Techflow Mission Support, LLC DBA EMI Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Techflow Mission Support, LLC DBA EMI Services' 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2025 R6 | Mutual Funds | — | — | $2.2M | 9.6% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 | Mutual Funds | — | — | $2.0M | 8.9% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 | Mutual Funds | — | — | $1.2M | 5.0% | |
| NUVEEN LIFECYCLE INDEX 2020 R6 | Mutual Funds | — | — | $1.1M | 4.9% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT | Mutual Funds | — | — | $1.1M | 4.7% | |
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $1.1M | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2050 R6 | Mutual Funds | — | — | $1.0M | 4.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST | Mutual Funds | — | — | $880K | 3.8% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 | Mutual Funds | — | — | $861K | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 | Mutual Funds | — | — | $790K | 3.4% | |
| Insurance Contract KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $561K | 2.4% | |
| PGIM JENNISON INTERNATIONAL OPPS R6 | Mutual Funds | — | — | $553K | 2.4% | |
| VANGUARD EQUITY-INCOME ADM | Mutual Funds | — | — | $511K | 2.2% | |
| AMERICAN FUNDS US GOVERNMENT SEC 712 Participant Loans INTEREST RATE RANGE 5.25% - 10.50% | Mutual Funds | — | — | $500K | 2.2% | |
| VANGUARD INTERM-TERM BOND INDEX | Mutual Funds | — | — | $476K | 2.1% | |
| SCHWAB FDMTL INTL EQT IDX | Mutual Funds | — | — | $470K | 2.0% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION | Mutual Funds | — | — | $422K | 1.8% | |
| VANGUARD SMALL CAP GROWTH INDEX | Mutual Funds | — | — | $419K | 1.8% | |
| PRINCIPAL MIDCAP S&P 400 INDEX INST | Mutual Funds | — | — | $374K | 1.6% | |
| VANGUARD EMERGING MKTS STOCK IDX | Mutual Funds | — | — | $234K | 1.0% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $230K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $224K | 1.0% | |
| PARNASSUS CORE EQUITY - INST | Mutual Funds | — | — | $179K | 0.8% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $172K | 0.7% | |
| WESTERN ASSET CORE BOND IS | Mutual Funds | — | — | $122K | 0.5% | |
| MFS INTERNATIONAL INTRINSIC VALUE | Mutual Funds | — | — | $117K | 0.5% | |
| DFA INFLATION-PROTECTED SECURITIES | Mutual Funds | — | — | $111K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $93K | 0.4% | |
| FEDERATED HERMES INSTL HIGH YIELD | Mutual Funds | — | — | $28K | 0.1% | |
| VANGUARD WELLESLEY INCOME ADM | Mutual Funds | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ASCENT RETIREMENT ADVISORS LLC |
| — |
| BOISE, ID |
| INVESTMENT ADVISOR |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER NORMAN CPA'S & BUISNESS ADVI | — | POCATELLO, ID | AUDITOR | $394 | — |
