Brian ACKS signed Embroker Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Embroker Inc.'s EIN is 47-3262955.
Download the official 2024 Form 5500 (PDF) for Embroker Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Embroker Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERIVICE PROVIDER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $1.7M | 35.0% | |
| MYCOMPASS INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.2M | 23.7% | |
| MYCOMPASS INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $695K | 14.1% | |
| MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $343K | 6.9% | |
| S Str Equity 500 Index Fd K Registered Investment Company | Common Collective Trusts | — | — | $338K | 6.8% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $124K | 2.5% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $71K | 1.4% | |
| Fidelity Small Cap Grw K6 Fnd Registered Investment Company | Mutual Funds | — | — | $53K | 1.1% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $49K | 1.0% | |
| Hartfd Intl Opport Fd R6 Registered Investment Company | Common Stocks | — | — | $49K | 1.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $45K | 0.9% | |
| MyCompass Ind Cns 2055 F R Common Collective Trust ** 333 * MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $44K | 0.9% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $44K | 0.9% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $42K | 0.9% | |
| MYCOMPASS INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $42K | 0.9% | |
| State Str Glbl Eq ex US Ind K Registered Investment Company | Common Stocks | — | — | $40K | 0.8% | |
| Nuveen Core Plus Bd Fd R6 Registered Investment Company | Mutual Funds | — | — | $35K | 0.7% | |
| Voya Fixed Account (4450) Insurance Company General Account | Common Stocks | — | — | $32K | 0.6% | |
| State Street Aggr Bd Indx K Registered Investment Company | Common Stocks | — | — | $27K | 0.5% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $19K | 0.4% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $14K | 0.3% | |
| Participants Loans (8.50% to 10.50%) | Bonds / Notes | — | — | $9K | 0.2% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $6K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $333 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | 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.
