Quinton Meece signed Integrative Emergency Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrative Emergency Services, LLC's EIN is 61-1778177.
Download the official 2024 Form 5500 (PDF) for Integrative Emergency Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrative Emergency Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $93K | — |
| CREATIVE PLANNING HOLDCO LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | BROKERAGE SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $29.0M | 26.8% | |
| BlackRock Lifepath Index 2045 Fund N/R | Other securities | — | — | $8.1M | 7.5% | |
| BlackRock Lifepath Index 2040 Fund N/R | Other securities | — | — | $7.7M | 7.1% | |
| LARGE CAP VALUE I(JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $7.1M | 6.6% | |
| BlackRock Lifepath Index 2050 Fund N/R | Other securities | — | — | $6.9M | 6.4% | |
| BlackRock Lifepath Index 2035 Fund N/R | Other securities | — | — | $6.8M | 6.3% | |
| BlackRock Lifepath Index 2055 Fund N/R | Other securities | — | — | $6.5M | 6.1% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $5.3M | 4.9% | |
| Registered Investment Companies BlackRock Lifepath Index 2030 Fund N/R | Other securities | — | — | $4.0M | 3.7% | |
| Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $3.7M | 3.4% | |
| Self-Directed Brokerage accounts Schwab PCRA N/R | Self-Directed Brokerage | — | — | $2.6M | 2.4% | |
| MFS Investment Management MFS International Diversification R6 N/R | Mutual Funds | — | — | $2.6M | 2.4% | |
| Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $2.6M | 2.4% | |
| BlackRock Lifepath Index Retirement N/R | Other securities | — | — | $2.3M | 2.1% | |
| JP Morgan JP Morgan Equity Income Fund N/R | Other securities | — | — | $2.2M | 2.0% | |
| BlackRock Lifepath Index 2060 Fund N/R | Other securities | — | — | $2.0M | 1.8% | |
| Fully Benefit Responsive Investment Contract * Empower Guaranteed Interest Account N/R | Other securities | — | — | $1.1M | 1.0% | |
| Fund Neuberger Berman Neuberger Berman Real Estate Fund N/R | Other securities | — | — | $982K | 0.9% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $962K | 0.9% | |
| John Hancock JHancock Disciplined Value Mid Cap R6 N/R | Other securities | — | — | $960K | 0.9% | |
| BlackRock Mid-Cap Growth Equity K N/R | Other securities | — | — | $872K | 0.8% | |
| Invesco Discovery R6 N/R | Mutual Funds | — | — | $840K | 0.8% | |
| PIMCO Income Fund N/R | Mutual Funds | — | — | $839K | 0.8% | |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 000 | Common Collective Trust | — | — | $746K | 0.7% | |
| Participant Loans * Maturing through 2033 with interest $0 | Participant loans | — | — | $577K | 0.5% | |
| Self-Directed Brokerage accounts Schwab SDB N/R | Self-Directed Brokerage | — | — | $519K | 0.5% | |
| PIMCO All Asset Fund N/R | Mutual Funds | — | — | $285K | 0.3% | |
| Self-Directed Brokerage accounts Schwab PCRA Roth N/R | Self-Directed Brokerage | — | — | $76K | <0.1% |
