Brian Carson signed Professional Hospitality Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Hospitality Resources, Inc.'s EIN is 54-1359656.
Download the official 2024 Form 5500 (PDF) for Professional Hospitality Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Hospitality Resources, 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 ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTMENT SERVICES INC | 04-2746212 | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S7417F FIDELITY CONTRAFUND · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 9.7% | |
| s * Empower Fidelity Contrafund | Pooled Separate Accounts | — | — | $2.8M | 9.7% | |
| Guaranteed Interest Account * Empower Guaranteed Interest Account - at contract value - | Other securities | — | — | $2.7M | 9.4% | |
| Mutual and Money Market Funds American Funds American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $2.1M | 7.4% | |
| American Funds American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $1.8M | 6.3% | |
| American Funds American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 5.6% | |
| American Funds American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 4.2% | |
| Empower American Funds Growth Fund of America | Mutual Funds | — | — | $1.2M | 4.2% | |
| S4722F AMERICAN FUNDS GROWTH FUND OF AMER R4 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.2% | |
| Empower MassMutual S&P 500 Index | Common Collective Trusts | — | — | $1.1M | 3.9% | |
| S4779F MM S&P 500 INDEX R4 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Empower T. Rowe Price New Horizons Fund | Other securities | — | — | $965K | 3.4% | |
| S7327F T. ROWE PRICE NEW HORIZONS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $965K | 3.4% | |
| Empower StocksPlus (PIMCO) | Mutual Funds | — | — | $952K | 3.3% | |
| S7794F PIMCO STOCKSPLUS A · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $952K | 3.3% | |
| American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $951K | 3.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $934K | 3.2% | |
| Empower Special Mid Cap Value (Wells Fargo) | Other securities | — | — | $899K | 3.1% | |
| S4778F ALLSPRING SPECIAL MID CAP VALUE A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $899K | 3.1% | |
| American Funds American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $815K | 2.8% | |
| Empower MassMutual Global | Other securities | — | — | $743K | 2.6% | |
| S7518F MASSMUTUAL GLOBAL A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $743K | 2.6% | |
| Empower American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $685K | 2.4% | |
| S2899C AMERICAN FUNDS WASHINGTON MUTUAL R4 · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $685K | 2.4% | |
| Empower American Cap World Growth and Income | Other securities | — | — | $669K | 2.3% | |
| S2894C AMERICAN FUNDS CAPITAL WORLD GR&INC R4 · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $669K | 2.3% | |
| Empower Columbia Select Mid Cap Value | Other securities | — | — | $625K | 2.2% | |
| S7153F COLUMBIA SELECT MID CAP VALUE INSTL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $625K | 2.2% | |
| Empower MassMutual Small Cap Opps | Other securities | — | — | $567K | 2.0% | |
| S7388F MASSMUTUAL SMALL CAP OPPS A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $567K | 2.0% | |
| Empower American Europacific Growth Fund | Other securities | — | — | $525K | 1.8% | |
| S4720F AMERICAN FUNDS EUPAC R4 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $525K | 1.8% | |
| Empower MassMutual Total Return Bond | Other securities | — | — | $475K | 1.7% | |
| S6007F MASSMUTUAL TOTAL RETURN BOND ADM · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $475K | 1.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $383K | 1.3% | |
| Empower Invesco Real Estate | Mutual Funds | — | — | $372K | 1.3% | |
| S4730F INVESCO REAL ESTATE A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $372K | 1.3% | |
| American Funds American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $366K | 1.3% | |
| Empower MassMutual Mid Cap Growth | Other securities | — | — | $252K | 0.9% | |
| S4754F MASSMUTUAL MID CAP GROWTH A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $252K | 0.9% | |
| maturing through November 2029 - | Other securities | — | — | $247K | 0.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $216K | 0.8% | |
| Empower MassMutual Inflation Protection and Income | Other securities | — | — | $188K | 0.7% | |
| S4785F MASSMUTUAL INFL-PROT AND INC A · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $188K | 0.7% | |
| iShares Russell 2000 Small-Cap Index | Common Collective Trusts | — | — | $174K | 0.6% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $135K | 0.5% | |
| Empower Pimco Commodity Real Retirement Strategy | Mutual Funds | — | — | $129K | 0.4% | |
| American Funds American Funds Smallcap World | Mutual Funds | — | — | $96K | 0.3% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $90K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, PC | 13-5381590 | CHICAGO, IL | TPA | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | SPRINGFIELD, MO | AUDITOR | $16K | — |
