Carmen LUO signed Power Mobile Life LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Mobile Life LLC's EIN is 47-5633348.
Download the official 2024 Form 5500 (PDF) for Power Mobile Life LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power Mobile Life LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPSTONE WEALTH ADVISORS, LLC | 46-0971736 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $944K | 19.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $560K | 11.8% | |
| AMERFUNDS 2015 TARG DATERET R6 22 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $556K | 11.7% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $522K | 11.0% | |
| PRI SMALL CAP R6 255 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $427K | 9.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $355K | 7.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $298K | 6.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $288K | 6.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $115K | 2.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $84K | 1.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $75K | 1.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $70K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $52K | 1.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $47K | 1.0% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $43K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $41K | 0.9% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $38K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $21K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $7K | 0.2% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $6K | 0.1% | |
| JANUS HENDERSON CONTRARIAN - I | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
