Jerry PATE Company's EIN is 59-3472632.
Download the official 2024 Form 5500 (PDF) for Jerry PATE Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jerry PATE Company's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
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 | $1K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $10.0M | 95.4% | |
| JPMorgan Large Cap Growth R2 Pooled separate account | Pooled Separate Accounts | — | — | $1.9M | 18.1% | |
| MM S&P 500 Index R3 Pooled separate account | Pooled Separate Accounts | — | — | $1.3M | 12.2% | |
| Hartford Dividend and Growth R3 Pooled separate account | Pooled Separate Accounts | — | — | $714K | 6.8% | |
| BlackRock LifePath Dyn 2050 Investor A Pooled separate account | Pooled Separate Accounts | — | — | $704K | 6.7% | |
| BlackRock LifePath Dyn 2030 Investor A Pooled separate account | Pooled Separate Accounts | — | — | $643K | 6.1% | |
| Goldman Sachs Mid Cap Growth R Pooled separate account | Pooled Separate Accounts | — | — | $624K | 6.0% | |
| Allspring Special Mid Cap Value A Pooled separate account | Pooled Separate Accounts | — | — | $600K | 5.7% | |
| BlackRock LifePath Dyn 2040 Investor A Pooled separate account | Pooled Separate Accounts | — | — | $594K | 5.7% | |
| American Funds New World R2E Pooled separate account | Pooled Separate Accounts | — | — | $500K | 4.8% | |
| Fixed Account Group Annuity Contract | Common Stocks | — | — | $482K | 4.6% | |
| BlackRock Global Allocation R. Pooled separate account | Pooled Separate Accounts | — | — | $461K | 4.4% | |
| Empower S&P Mid Cap 400 Index L Pooled separate account | Pooled Separate Accounts | — | — | $305K | 2.9% | |
| ClearBridge Small Cap Growth R. Pooled separate account | Pooled Separate Accounts | — | — | $275K | 2.6% | |
| Empower S&P SmallCap 600 Index L Pooled separate account | Pooled Separate Accounts | — | — | $266K | 2.5% | |
| Fidelity Advisor Total Bond M Pooled separate account | Pooled Separate Accounts | — | — | $260K | 2.5% | |
| Empower International Index Inv Pooled separate account | Pooled Separate Accounts | — | — | $226K | 2.2% | |
| American Funds Europacific Growth R1 Pooled separate account | Pooled Separate Accounts | — | — | $166K | 1.6% | |
| BNYM Mellon NSL Agg Bond Index Fund Common/Collective Trust Fund | Common Collective Trusts | — | — | $126K | 1.2% | |
| MassMutual High Yield R3 Pooled separate account | Pooled Separate Accounts | — | — | $109K | 1.0% | |
| Federated Hermes Clover Small Value R. Pooled separate account | Pooled Separate Accounts | — | — | $87K | 0.8% | |
| Hartford Balanced Income R3 Pooled separate account | Pooled Separate Accounts | — | — | $46K | 0.4% | |
| BlackRock LifePath Dynamic 2060 Inv A Pooled separate account | Pooled Separate Accounts | — | — | $44K | 0.4% | |
| BlackRock LifePath Dyn Retirement Inv A Pooled separate account | Pooled Separate Accounts | — | — | $43K | 0.4% | |
| Columbia Overseas Value R. Pooled separate account | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| PIMCO Income R. Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SOUTHBRIDGE ADVISORS LLC | — | MARIETTA, GA | INVESTMENT ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION | — | MOBILE, AL | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALTMARSH CLEAVELAND & GUND, PA | — | PENSACOLA, FL | AUDITOR | $3K | — |
