McCalla Raymer Leibert Pierce, LLC's EIN is 58-2145201.
Download the official 2024 Form 5500 (PDF) for McCalla Raymer Leibert Pierce, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCalla Raymer Leibert Pierce, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INS. CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSET GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower MM S&P 500 Index R4 | Common Collective Trusts | — | — | $5.6M | 13.4% | |
| Empower MM Sel T. Rowe Price Ret 2040 M4 | Other securities | — | — | $4.6M | 11.1% | |
| Empower MM Blue Chip Growth R4 | Other securities | — | — | $3.1M | 7.4% | |
| s - continued * Empower MM Sel T. Rowe Price Ret 2030 M4 | Pooled Separate Accounts | — | — | $2.9M | 7.0% | |
| Fully benefit-responsive investment contracts * Empower Guaranteed Interest Account | Other securities | — | — | $2.8M | 6.7% | |
| Empower American Century Ultra R | Other securities | — | — | $2.3M | 5.4% | |
| Empower AF Capital World Growth & Income R3 | Other securities | — | — | $1.7M | 4.1% | |
| Empower MM Sel T. Rowe Price Ret Balance M4 | Other securities | — | — | $1.6M | 3.9% | |
| Empower MM Sel T. Rowe Price Ret 2050 M4 | Other securities | — | — | $1.5M | 3.6% | |
| Empower MM Sel T. Rowe Price Ret 2045 M4 | Other securities | — | — | $1.5M | 3.6% | |
| Empower Invesco Diversified Dividend A | Mutual Funds | — | — | $1.5M | 3.5% | |
| Empower Invesco Small cap Equity R5 | Mutual Funds | — | — | $1.3M | 3.0% | |
| Empower MM 80/20 Allocation R4 | Other securities | — | — | $1.2M | 3.0% | |
| Empower S&P Mid Cap 400 Index L | Other securities | — | — | $1.2M | 2.9% | |
| Empower MM 60/40 Allocation R4 | Other securities | — | — | $1.2M | 2.8% | |
| Empower MM Sel T. Rowe Price Ret 2035 M4 | Other securities | — | — | $1.0M | 2.5% | |
| Empower MM Mid Cap Growth Adm | Other securities | — | — | $816K | 2.0% | |
| Empower MM 40/60 Allocation R4 | Other securities | — | — | $785K | 1.9% | |
| Empower JPMorgan US Equity R5 | Other securities | — | — | $709K | 1.7% | |
| Empower MM Sel T. Rowe Price Ret 2055 M4 | Other securities | — | — | $698K | 1.7% | |
| various maturity dates | Other securities | — | — | $541K | 1.3% | |
| Empower MM Fundamental Value R4 | Other securities | — | — | $459K | 1.1% | |
| Empower American Century Small Cap Growth A | Other securities | — | — | $406K | 1.0% | |
| Empower AF Europacific Growth R3 | Other securities | — | — | $310K | 0.7% | |
| Empower BlackRock Total Return R | Other securities | — | — | $293K | 0.7% | |
| Empower MM Inflation-Protection and Income Adm | Other securities | — | — | $286K | 0.7% | |
| Empower MM 20/80 Allocation R4 | Other securities | — | — | $274K | 0.7% | |
| Empower MM Sel T. Rowe Price Ret 2060 M4 | Other securities | — | — | $271K | 0.7% | |
| Empower Invesco Real Estate Y | Mutual Funds | — | — | $154K | 0.4% | |
| Empower Columbia Overseas Value A | Other securities | — | — | $150K | 0.4% | |
| Empower MM US Government Money Market R5 | Cash / Money Market | — | — | $136K | 0.3% | |
| Empower MM High Yield Adm | Other securities | — | — | $129K | 0.3% | |
| Empower JPMorgan Small Cap Value A | Other securities | — | — | $111K | 0.3% | |
| s * Empower AB Global Bond A | Pooled Separate Accounts | — | — | $108K | 0.3% | |
| Empower Invesco Senior Floating Rate A | Mutual Funds | — | — | $51K | 0.1% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $606 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
