Cathy Mason signed Becker Morgan Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Becker Morgan Group, Inc.'s EIN is 52-1348971.
Download the official 2024 Form 5500 (PDF) for Becker Morgan Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Becker Morgan Group, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 registered investment companies (mutual funds)] | Other | — | — | $26.7M | 99.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $120K | 0.4% |
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKS & COMPANY, P.A. | — | SALISBURY, MD | OTHER | $12K | — |
