Janet Walsh signed Wilkinson Barker Knauer, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilkinson Barker Knauer, LLP's EIN is 52-1264167.
Download the official 2024 Form 5500 (PDF) for Wilkinson Barker Knauer, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilkinson Barker Knauer, LLP'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 | $32K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $433 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
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 common collective trust] | Other | — | — | $60.9M | 90.6% | |
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $11.7M | 17.4% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $4.6M | 6.8% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $4.5M | 6.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.1% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $859K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $352K | 0.5% |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $54K |
| — |
