Gretchen Troxell signed Eagle Financial Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Financial Services Inc.'s EIN is 61-1260290.
Download the official 2024 Form 5500 (PDF) for Eagle Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eagle Financial Services Inc.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower S&P 500 Index Fund INV 66,704 shares | Common Collective Trusts | — | — | $2.5M | 10.4% | |
| American Funds 2035 Target Date Fund R3 129,110 shares | Mutual Funds | — | — | $2.4M | 10.0% | |
| AB Large Cap Growth A 19,227 shares | Other securities | — | — | $1.8M | 7.7% | |
| American Funds 2040 Target Date Fund R3 80,878 shares | Mutual Funds | — | — | $1.6M | 6.8% | |
| American Funds 2045 Target Date Fund R3 68,732 shares | Mutual Funds | — | — | $1.4M | 5.9% | |
| JP Morgan U.S. Value R3 14,903 shares | Other securities | — | — | $1.2M | 5.1% | |
| American Funds 2055 Target Date Fund R3 44,630 shares | Mutual Funds | — | — | $1.1M | 4.8% | |
| American Funds 2030 Target Date Fund R3 59,607 shares | Mutual Funds | — | — | $1.0M | 4.2% | |
| MFS International Diversification R3 40,898 shares | Mutual Funds | — | — | $914K | 3.8% | |
| PGIM Total Return Bond A 70,907 shares | Other securities | — | — | $841K | 3.5% | |
| Empower International Diversification R3 67,441 shares | Other securities | — | — | $839K | 3.5% | |
| Empower S&P Sm Cap 600 Index Fund Inv 63,114 shares | Common Collective Trusts | — | — | $829K | 3.4% | |
| Invesco Discovery Mid Cap Growth Y 23,023 shares | Mutual Funds | — | — | $771K | 3.2% | |
| Empower Bond Index Fund INV 52,101 shares | Common Collective Trusts | — | — | $654K | 2.7% | |
| American Funds 2025 Target Date Fund R3 43,548 shares | Mutual Funds | — | — | $650K | 2.7% | |
| American Funds 2060 Target Date Fund R3 36,697 shares | Mutual Funds | — | — | $647K | 2.7% | |
| Empower S&P MidCap 400 Index Fund Inv 30,004 shares | Common Collective Trusts | — | — | $630K | 2.6% | |
| Participant Loans Interest rates - 4.25% - 9.50% | Bonds / Notes | — | — | $618K | 2.6% | |
| American Funds 2050 Target Date Fund R3 29,775 shares | Mutual Funds | — | — | $609K | 2.5% | |
| BlackRock Emerging Mkts Instl 23,748 shares | Other securities | — | — | $560K | 2.3% | |
| AllSpring Special Mid Cap Value Inst 8,014 shares | Other securities | — | — | $383K | 1.6% | |
| BrandyWineGlobal - Global Opps Bond A 36,280 shares | Other securities | — | — | $297K | 1.2% | |
| PIMCO Real Return A 26,451 shares | Mutual Funds | — | — | $264K | 1.1% | |
| American Funds 2015 Target Date Fund R3 11,851 shares | Mutual Funds | — | — | $144K | 0.6% | |
| American Funds 2065 Target Date Fund R3 5,791 shares | Mutual Funds | — | — | $100K | 0.4% | |
| American Funds 2020 Target Date Fund R3 4,465 shares | Mutual Funds | — | — | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HORAN SECURITIES INC |
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | — | CINCINNATI, OH | BROKER/ADVISER | $0 | — |
