Katheryne Walker signed American Enterprise Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Enterprise Institute's EIN is 53-0218495.
Download the official 2024 Form 5500 (PDF) for American Enterprise Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Enterprise Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $608 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
