Richard Khalil signed A. Morton Thomas and Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. Morton Thomas and Associates, Inc.'s EIN is 52-0728302.
Download the official 2024 Form 5500 (PDF) for A. Morton Thomas and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A. Morton Thomas and Associates, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX INSTL PL | Mutual Funds | — | — | $9.6M | 12.3% | |
| FIDELITY FREEDOM BLEND 2045 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $8.6M | 11.1% | |
| FIDELITY FREEDOM BLEND 2035 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $6.3M | 8.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $4.4M | 5.6% | |
| VANGUARD TOTAL BOND MARKET INDEX INST | Mutual Funds | — | — | $3.9M | 5.0% | |
| FIDELITY FREEDOM BLEND 2055 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $3.6M | 4.7% | |
| FIDELITY FREEDOM BLEND 2025 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.4M | 4.3% | |
| VANGUARD SMALL CAP INDEX INSTL | Mutual Funds | — | — | $3.3M | 4.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $3.0M | 3.9% | |
| VANGUARD MID CAP INDEX INS | Mutual Funds | — | — | $2.9M | 3.7% | |
| FIDELITY FREEDOM BLEND 2030 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $2.8M | 3.6% | |
| VANGUARD FTSE SOCIAL INDEX I | Mutual Funds | — | — | $2.3M | 3.0% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $2.2M | 2.9% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $2.1M | 2.7% | |
| T. ROWE PRICE INSTL MID-CAP EQUITY GR | Other securities | — | — | $2.1M | 2.7% | |
| Guaranteed Insurance Contract * EMPOWER FIXED ACCOUNT - SERIES CLASS III | Other securities | — | — | $2.0M | 2.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $2.0M | 2.6% | |
| FUTUREFUNDS SERIES ACCT 11 OF GREAT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.0M | 2.6% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.0M | 2.6% | |
| FIDELITY FREEDOM BLEND 2050 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| FIDELITY FREEDOM BLEND 2060 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| FIDELITY FREEDOM BLEND 2015 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| FIDELITY FREEDOM BLEND 2040 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $965K | 1.2% | |
| EMPOWER SECUREFOUNDATION BAL INST | Other securities | — | — | $639K | 0.8% | |
| NUVEEN REAL ESTATE SECURITIES R6 | Mutual Funds | — | — | $575K | 0.7% | |
| VICTORY SMALL CAP VALUE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $526K | 0.7% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I | Other securities | — | — | $454K | 0.6% | |
| FIDELITY FREEDOM BLEND 2065 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $303K | 0.4% | |
| FIDELITY FREEDOM BLEND 2020 FIDELITY INSTITIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $255K | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROSWELL, GA |
| OTHER |
| $84K |
| — |
