Richard E. Burke, ES signed Grayrobinson, P.A.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grayrobinson, P.A.'s EIN is 59-1300132.
Download the official 2023 Form 5500 (PDF) for Grayrobinson, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Grayrobinson, P.A.'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 MA NAGER | $36K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | CONSULTING | $172 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Inex Fund - Adm Mutual Funds | Mutual Funds | — | $19.4M | $28.2M | 13.3% | |
| T. Rowe Price Retrment I 2030 Mutual Funds | Other securities | — | $23.7M | $25.9M | 12.2% | |
| T. Rowe Price Retrment I 2040 Mutual Funds | Other securities | — | $20.4M | $22.7M | 10.7% | |
| American Century Growth R6 Mutual Funds | Other securities | — | $10.6M | $14.7M | 6.9% | |
| T. Rowe Price Retrment I 2020 Mutual Funds | Other securities | — | $13.5M | $14.6M | 6.9% | |
| Vanguard Equity-Income ADM Mutual Funds | Mutual Funds | — | $10.4M | $11.3M | 5.3% | |
| T. Rowe Price Retrment I 2050 Mutual Funds | Other securities | — | $9.7M | $10.8M | 5.1% | |
| Federated Hrms Cap Pres R6 Collective Trust Funds | Common Collective Trusts | — | $7.0M | $7.0M | 3.3% | |
| FEDERATED HERMES CAPITAL PRESERV R6 FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $7.0M | 3.3% | |
| Fedrtd Hrms Mutual Funds 0 Fedrtd Hrms US Trsy Csh Rs IS Mutual Funds | Other securities | — | $6.2M | $6.2M | 2.9% | |
| T. Rowe Price Retrment I 2010 Mutual Funds | Other securities | — | $5.3M | $5.7M | 2.7% | |
| MFS Total Return Bond R6 Mutual Funds | Mutual Funds | — | $5.9M | $5.5M | 2.6% | |
| T. Rowe Price Md Cp Value I Mutual Funds | Other securities | — | $4.9M | $5.2M | 2.5% | |
| Dodge & Cox Income Fund -I Mutual Funds | Mutual Funds | — | $5.2M | $5.0M | 2.4% | |
| DFA US Targeted Value I Mutual Funds | Mutual Funds | — | $4.5M | $5.0M | 2.4% | |
| MFS Intntl Intrinsic Value R6 Mutual Funds | Mutual Funds | — | $5.0M | $4.5M | 2.1% | |
| Invesco Discovery R6 Mutual Funds | Mutual Funds | — | $2.9M | $3.7M | 1.7% | |
| Vanguard Shrt-Term Bnd Indx Mutual Funds | Mutual Funds | — | $5.2M | $3.5M | 1.7% | |
| American Century Infl Bnd R6 Mutual Funds | Other securities | — | $3.7M | $3.5M | 1.7% | |
| Delaware IVY Mid Cp Grwth R6 Mutual Funds | Other securities | — | $3.2M | $3.2M | 1.5% | |
| MFS Research Intrntl R6 Mutual Funds | Mutual Funds | — | $2.8M | $3.0M | 1.4% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | $2.3M | $2.7M | 1.3% | |
| Fidlty International Index Mutual Funds | Other securities | — | $2.1M | $2.5M | 1.2% | |
| Fidlty Mid Cap Index Mutual Funds | Other securities | — | $2.0M | $2.4M | 1.1% | |
| Segregated Brokerage Accounts | Self-Directed Brokerage | — | $1.9M | $1.9M | 0.9% | |
| Fidlty Real Estate Intvmnt Mutual Funds | Other securities | — | $1.8M | $1.7M | 0.8% | |
| T. Rowe Price Retrment I 2060 Mutual Funds | Other securities | — | $1.4M | $1.5M | 0.7% | |
| Participant Loans 1-5 Years 3.25%-8.50% | Bonds / Notes | — | $1.2M | $1.2M | 0.6% | |
| Fidlty Small Cap Index Mutual Funds | Other securities | — | $999K | $1.2M | 0.6% | |
| Forfeitures Cash Reserves | Cash / Money Market | — | $253K | $253K | 0.1% |
