Heidi Gorman signed Impartner, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Impartner, Inc.'s EIN is 47-3164538.
Download the official 2024 Form 5500 (PDF) for Impartner, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Impartner, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $123 | — |
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 registered investment companies (mutual funds)] | Other | — | — | $8.3M | 67.7% | |
| [Assets held in common collective trust] | Other | — | — | $3.5M | 28.2% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.3M | 18.9% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.1M | 9.2% | |
| [Assets held in participant loans] | Other | — | — | $114K | 0.9% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $13K | 0.1% |
