Christopher M Johnston signed EFPR Group LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EFPR Group LLP's EIN is 47-2070220.
Download the official 2024 Form 5500 (PDF) for EFPR Group LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EFPR Group LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RETIREMENT PARTNERS | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $5.6M | 16.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $4.6M | 13.5% | |
| Self-Directed Brokerage * Empower Self-Directed | Self-Directed Brokerage | — | — | $4.1M | 12.3% | |
| Empower SDB (1SDBEMP) | Other securities | — | — | $4.0M | 11.9% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.1M | 6.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.9M | 5.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.6M | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2025 I (1TREHX) | Other securities | — | — | $1.3M | 3.8% | |
| iShares Russell Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 3.7% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.2M | 3.5% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.2M | 3.5% | |
| iShares Russell 2000 Small Cap Index Fund | Common Collective Trusts | — | — | $915K | 2.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $777K | 2.3% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $755K | 2.2% | |
| Goldman Sachs Small Cap Equity Insights Fund | Other securities | — | — | $712K | 2.1% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $661K | 2.0% | |
| Goldman Sachs Goldman Sachs Intl Eq Insghts R6 (1GCIUX) | Other securities | — | — | $535K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $482K | 1.4% | |
| Fidelity Government Mmkt K6 (1FNBXX) | Mutual Funds | — | — | $458K | 1.4% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $438K | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $436K | 1.3% | |
| Western Asset Core Bond | Other securities | — | — | $395K | 1.2% | |
| Macquarie Systematic Emerging Market Fund | Other securities | — | — | $371K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $364K | 1.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $357K | 1.1% | |
| EFPR Group, LLP 401(k) PS Plan 10.5%) | Bonds / Notes | — | — | $328K | 1.0% | |
| From Participants through December 2036 | Other securities | — | — | $302K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $260K | 0.8% | |
| T. Rowe Price Spectrum Conservative Fund | Other securities | — | — | $137K | 0.4% | |
| Empower SDB Roth (1SDBEMR) | Other securities | — | — | $134K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $127K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $114K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $97K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $86K | 0.3% | |
| Fidelity Advisor Asset Manager Class Z | Mutual Funds | — | — | $50K | 0.1% | |
| PGIM High-Yield R6 (1PHYQX) | Other securities | — | — | $20K | <0.1% | |
| iShares U.S. Aggregate Bond Index K (1WFBIX) | Common Collective Trusts | — | — | $17K | <0.1% | |
| WT CIT III FOR METLIFE GAC 25554 J WILMINGTON METLIFE STABLE VALUE · EIN 84-0965407 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS LLC | — | LENEXA, KS | CONTRACT ADMIN | $18K | — |
| BIA CONSULTING LLC DBA ENHANCED | 84-3317739 | ROCHESTER, NY | CONTRACT ADMINISTRATOR | $650 | — |
