Derrick W Roy signed ERBE USA, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ERBE USA, Incorporated's EIN is 58-1998374.
Download the official 2024 Form 5500 (PDF) for ERBE USA, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ERBE USA, Incorporated'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | $5.8M | $7.7M | 23.2% | |
| T Rowe Price Retirement 2040 Fund I | Mutual Funds | — | $3.6M | $3.8M | 11.6% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $3.7M | $3.7M | 11.1% | |
| T Rowe Price Retirement 2045 Fund I | Mutual Funds | — | $2.4M | $2.6M | 7.9% | |
| T Rowe Price Retirement 2050 Fund I | Mutual Funds | — | $1.5M | $1.6M | 4.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | $1.3M | $1.5M | 4.4% | |
| MFS Total Return Bond R6 | Mutual Funds | — | $1.6M | $1.4M | 4.3% | |
| MFS Intl Diversification R6 | Mutual Funds | — | $1.1M | $1.2M | 3.7% | |
| T Rowe Price Retirement 2035 Fund I | Mutual Funds | — | $970K | $1.0M | 3.1% | |
| T Rowe Price Retirement 2055 Fund I | Mutual Funds | — | $912K | $973K | 2.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $677K | $827K | 2.5% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | $678K | $807K | 2.4% | |
| J P Morgan Equity Income R6 | Other securities | — | $599K | $695K | 2.1% | |
| T Rowe Price Retirement 2025 Fund I | Mutual Funds | — | $615K | $635K | 1.9% | |
| Hood River Small Cap Growth Retirement | Other securities | — | $452K | $604K | 1.8% | |
| American Funds New World R6 | Mutual Funds | — | $551K | $571K | 1.7% | |
| BlackRock High Yield Portfolio K | Other securities | — | $469K | $471K | 1.4% | |
| BlackRock Inflation Prted Bd BlackRock K | Other securities | — | $490K | $456K | 1.4% | |
| PARTICIPANTLOAN | Participant loans | — | $444K | $444K | 1.3% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | $423K | $407K | 1.2% | |
| DFA US Targeted Value I | Mutual Funds | — | $347K | $399K | 1.2% | |
| T Rowe Price Retirement 2030 Fund I | Mutual Funds | — | $372K | $384K | 1.2% | |
| T Rowe Price Retirement 2020 Fund I | Mutual Funds | — | $358K | $368K | 1.1% | |
| T Rowe Price Retirement 2060 Fund I | Mutual Funds | — | $258K | $273K | 0.8% | |
| T Rowe Price Retirement 2065 Fund I | Mutual Funds | — | $143K | $150K | 0.5% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | $22K | $22K | <0.1% | |
| FORFEITURES | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
