Ross Dahlof signed Insurance Resources International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insurance Resources International, Inc.'s EIN is 46-3509307.
Download the official 2024 Form 5500 (PDF) for Insurance Resources International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insurance Resources International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $70 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | 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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $5.7M | 12.5% |
| AMERICAN CENTURY ONE CHOICE 2040 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $3.5M | 7.8% |
| AMERICAN CENTURY ONE CHOICE 2050 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $3.1M | 6.9% |
| AMERICAN CENTURY ONE CHOICE IN RET GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.4M | 5.3% |
| AMERICAN CENTURY ONE CHOICE 2030 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.4M | 5.3% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $2.3M | 5.2% |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | $1.4M | 3.0% |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | $1.1M | 2.5% |
| AMERICAN CENTURY ONE CHOICE 2025 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $842K | 1.9% |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $809K | 1.8% |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | $806K | 1.8% |
| AMERICAN CENTURY ONE CHOICE 2055 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $598K | 1.3% |
| AMERICAN CENTURY ONE CHOICE 2045 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $510K | 1.1% |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | $467K | 1.0% |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $460K | 1.0% |
| AMERICAN CENTURY ONE CHOICE 2060 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $420K | 0.9% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | $250K | 0.6% |
| EMERGING MARKETS FUND II CL R1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | $172K | 0.4% |
| AMERICAN CENTURY ONE CHOICE 2035 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $69K | 0.2% |
| AMERICAN CENTURY ONE CHOICE 2065 I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $55K | 0.1% |
| OTHER |
| $10 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
