Steve Miller signed Powertek Corporation's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powertek Corporation's EIN is 52-2294352.
Download the official 2022 Form 5500 (PDF) for Powertek Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Powertek Corporation'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 | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.2M | 13.8% | |
| BLK LP INDEX 2055 FUND - INST | Registered Investment Companies | — | — | $919K | 10.5% | |
| BLK LP INDEX 2035 FUND INST | Registered Investment Companies | — | — | $534K | 6.1% | |
| BLK LP INDEX 2040 FUND - INST | Registered Investment Companies | — | — | $492K | 5.6% | |
| PIMCO REAL RETURN I2 | Registered Investment Companies | — | — | $462K | 5.3% | |
| BLK LP INDEX 2050 FUND - INST | Registered Investment Companies | — | — | $392K | 4.5% | |
| MET SV 25554 - 25 WILMINGTON TRUST RISC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $385K | 4.4% | |
| VANGUARD FTSE SOCIAL INDEX ADM 191 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $385K | 4.4% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $350K | 4.0% | |
| BLK LP INDEX 2030 FUND INST | Registered Investment Companies | — | — | $339K | 3.9% | |
| AF WASHINGTON MUTUAL R5E | Registered Investment Companies | — | — | $329K | 3.8% | |
| BLK LP INDEX 2025 FUND - INST | Registered Investment Companies | — | — | $302K | 3.4% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $274K | 3.1% | |
| AMF THE GR FUND OF AMERICA R5E | Registered Investment Companies | — | — | $268K | 3.1% | |
| AMERICAN FUNDS NEW PERSP R5E | Registered Investment Companies | — | — | $224K | 2.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $218K | 2.5% | |
| BLK LP INDEX 2045 FUND - INST | Registered Investment Companies | — | — | $210K | 2.4% | |
| CALVERT EQUITY FUND I | Registered Investment Companies | — | — | $205K | 2.3% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $186K | 2.1% | |
| COLUMBIA TOTAL RETURN BOND ADV | Registered Investment Companies | — | — | $186K | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $184K | 2.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $121K | 1.4% | |
| INVESCO SMALL CAP GROWTH Y | Registered Investment Companies | — | — | $99K | 1.1% | |
| AMER FUNDS EUROPACIFIC GR R5E | Registered Investment Companies | — | — | $90K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $77K | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $74K | 0.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $68K | 0.8% | |
| BLK LP INDEX 2060 FUND INST | Registered Investment Companies | — | — | $60K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $51K | 0.6% | |
| ALLSPRING GOVERNMENT SEC INST | Registered Investment Companies | — | — | $34K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4291971 |
| — |
| CONSULTANT |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
