Grace Management Group, LLC's EIN is 58-2448324.
Download the official 2024 Form 5500 (PDF) for Grace Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grace Management Group, LLC'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 INS CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS | — | LAKE ST LOUIS, MO | INVESTMENT ADVISOR | $6K | — |
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 Annuity Ins Co of Amer American Funds 2040 Tgt Dt Retire R6 | Mutual Funds | — | — | $632K | 19.5% | |
| Empower Annuity Ins Co of Amer American Funds 2030 Tgt Dt Retire R6 | Mutual Funds | — | — | $349K | 10.8% | |
| PUTNAM RETIRE ADV 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $253K | 7.8% | |
| Empower Annuity Ins Co of Amer Ishare S&P 500 Index K | Common Collective Trusts | — | — | $222K | 6.9% | |
| Empower Annuity Ins Co of Amer American Funds 2035 Tgt Dt Retire R6 | Mutual Funds | — | — | $171K | 5.3% | |
| PUTNAM RETIRE ADV 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $156K | 4.8% | |
| PUTNAM RETIRE ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $153K | 4.7% | |
| PUTNAM RETIRE ADV 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $153K | 4.7% | |
| Empower Annuity Ins Co of Amer American Funds 2025 Tgt Dt Retire R6 | Mutual Funds | — | — | $132K | 4.1% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $122K | 3.8% | |
| PUTNAM RETIRE ADV 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $117K | 3.6% | |
| Empower Annuity Ins Co of Amer Clearbridge Select IS | Common Stocks | — | — | $114K | 3.5% | |
| Empower Annuity Ins Co of Amer American Funds 2020 Tgt Dt Retire R6 | Mutual Funds | — | — | $110K | 3.4% | |
| Empower Annuity Ins Co of Amer JPMorgan U.S. Equity R6 | Common Stocks | — | — | $95K | 2.9% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Investment Gr Bd Z | Mutual Funds | — | — | $89K | 2.8% | |
| Empower Annuity Ins Co of Amer JPMorgan U.S. Value R6 | Common Stocks | — | — | $86K | 2.7% | |
| Empower Annuity Ins Co of Amer MFS International Equity R6 | Mutual Funds | — | — | $71K | 2.2% | |
| Empower Annuity Ins Co of Amer T. Rowe Price Mid-Cap Value I | Common Stocks | — | — | $65K | 2.0% | |
| Empower Annuity Ins Co of Amer EI Fixed Acct-Series Class I, 1.45 int rate | Common Stocks | — | — | $55K | 1.7% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Small Cap Z | Mutual Funds | — | — | $22K | 0.7% | |
| Empower Annuity Ins Co of Amer Fidelity Advisor Strategic Income Z | Mutual Funds | — | — | $15K | 0.4% | |
| PUTNAM RETIRE ADV TRUST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV TRUST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIRE ADV 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
