Central Research, Inc.'s EIN is 51-0353006.
Download the official 2024 Form 5500 (PDF) for Central Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Research, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES INC | — | LOS ANGELES, CA | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Lifetime 2025 Fund Svc; 94,584.562 shares | Other securities | — | $95K | $1.3M | 20.1% | |
| Empower Lifetime 2055 Fund Svc; 66,813.506 shares | Other securities | — | $67K | $1.2M | 18.2% | |
| Empower Lifetime 2035 Fund Svc; 82,241.668 shares | Other securities | — | $82K | $1.1M | 17.3% | |
| Empower Lifetime 2045 Fund Svc; 69,853.484 shares | Other securities | — | $70K | $936K | 14.5% | |
| Empower S&P 500 Index Fund Inv; 12,489.627 shares | Common Collective Trusts | — | $12K | $470K | 7.3% | |
| JP Morgan JP Morgan Large Cap Growth R3; 4,671.967 shares | Other securities | — | $5K | $364K | 5.6% | |
| Empower Lifetime 2015 Fund Svc; 16,947.968 shares | Other securities | — | $17K | $219K | 3.4% | |
| * Empower Key Guaranteed Portfolio Fund; N/A | Guaranteed Income / GIC | — | — | $216K | 3.4% | |
| American Funds American Funds New Perspective; 1,806.154 shares | Mutual Funds | — | $2K | $108K | 1.7% | |
| Empower S&P Smcap 600 Index Fund; 7,886.355 shares | Common Collective Trusts | — | $8K | $104K | 1.6% | |
| Baird Mid Cap Inv; 4,577.757 shares | Other securities | — | $5K | $97K | 1.5% | |
| Macquarie Small Cap Core A Mutual Funds; 1,995.031 shares | Other securities | — | $2K | $59K | 0.9% | |
| AllianceBernstein AB Global Bond A; 7,074.109 shares | Mutual Funds | — | $7K | $49K | 0.8% | |
| MFS International Diversification R3; 1,923.394 shares | Mutual Funds | — | $2K | $43K | 0.7% | |
| Empower S&P Midcap 400 Index Fund Inv; 2,012.584 shares | Common Collective Trusts | — | $2K | $42K | 0.7% | |
| Janus Henderson Janus Henderson Venture S; 424.18 shares | Mutual Funds | — | — | $32K | 0.5% | |
| American Funds American Funds New World Fund R3; 371.65 shares | Mutual Funds | — | — | $28K | 0.4% | |
| Allspring Special Mid Cap Value A; 557.814 shares | Other securities | — | — | $26K | 0.4% | |
| Blackrock Equity Dividend A; 1,157.881 shares | Other securities | — | $1K | $22K | 0.3% | |
| JP Morgan JP Morgan Core Plus Bond R3; 1,529.516 shares | Other securities | — | $2K | $11K | 0.2% | |
| Empower International Index Fund Inv; 843.969 shares | Common Collective Trusts | — | — | $10K | 0.2% | |
| PGIM High-Yield R2; 1,936.445 shares | Other securities | — | $2K | $9K | 0.1% | |
| Macquarie Small Cap Value A Mutual Funds; 74.71 shares | Other securities | — | — | $5K | <0.1% | |
| PIMCO Real Return Admin; 197.606 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Empower Bond Index Fund Inv; 104.464 shares | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| PBMARES, LLP | 57-0737372 | — | CONTRACT ADMIN | $10K | — |
