William Shepherd signed SRS Acquiom Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SRS Acquiom Holdings LLC's EIN is 46-2509030.
Download the official 2024 Form 5500 (PDF) for SRS Acquiom Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SRS Acquiom Holdings 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $11.0M | 34.5% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $2.9M | 9.1% | |
| FIDELITY INTERNATIONAL INDEX Mutual Funds | Mutual Funds | — | — | $2.6M | 8.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.8M | 5.7% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $1.5M | 4.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.5M | 4.6% | |
| FIDELITY US BOND INDEX Mutual Funds | Mutual Funds | — | — | $1.4M | 4.4% | |
| MFS INTL DIVERSIFICATION R6 Mutual Funds | Mutual Funds | — | — | $1.3M | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $807K | 2.5% | |
| VANGUARD EQUITY-INCOME ADM Mutual Funds | Mutual Funds | — | — | $646K | 2.0% | |
| PRINCIPAL LARGECAP GROWTH I R6 Mutual Funds | Other securities | — | — | $636K | 2.0% | |
| PUTNAM DYNAMIC ASSET ALLOC GROWTH R6 Mutual Funds | Mutual Funds | — | — | $523K | 1.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $501K | 1.6% | |
| EI FIXED ACCOUNT - SERIES CLASS VI Investment Contract with Insurance Company | Common Stocks | — | — | $338K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $337K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $307K | 1.0% | |
| THORNBURG STRATEGIC INCOME R6 Mutual Funds | Other securities | — | — | $261K | 0.8% | |
| Notes Receivable from Participants Various maturity dates through 2051; interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $250K | 0.8% | |
| DFA US TARGETED VALUE I Mutual Funds | Mutual Funds | — | — | $214K | 0.7% | |
| MFS MID CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $166K | 0.5% | |
| PGIM TOTAL RETURN BOND R6 Mutual Funds | Other securities | — | — | $149K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $147K | 0.5% | |
| JANUS HENDERSON TRITON N Mutual Funds | Mutual Funds | — | — | $107K | 0.3% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Funds | Other securities | — | — | $90K | 0.3% | |
| PUTNAM DYNAMIC ASSET ALLOCATION BAL R6 Mutual Funds | Mutual Funds | — | — | $64K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $42K | 0.1% | |
| Forfeitures | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $61K |
| — |
