AMY Hutchison signed Orgill, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orgill, Inc.'s EIN is 62-0314720.
Download the official 2024 Form 5500 (PDF) for Orgill, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orgill, Inc.'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $278K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $749 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| PRUDENTIAL INVESTMENT MANAGEMENT SE |
| 13-4122960 |
| — |
| NONE |
| $42 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Insurance Guaranteed Income Fund | Other securities | — | — | $56.9M | 20.7% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $34.6M | 12.6% | |
| Empower Insurance International Equity Opp Fund | Other securities | — | — | $32.8M | 11.9% | |
| JENNISON INTNL EQ OPPTS FUND (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 847 | Pooled Separate Account | — | — | $32.8M | 11.9% | |
| Empower Insurance U.S. Large-Cap Growth Fund | Other securities | — | — | $31.7M | 11.5% | |
| WINSLOW CAP U.S. LG CAP GRW (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 852 | Pooled Separate Account | — | — | $31.7M | 11.5% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $21.3M | 7.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $21.2M | 7.7% | |
| MID CAP GROWTH / WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $18.2M | 6.6% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $16.0M | 5.8% | |
| Empower Insurance Day One IncomeFlex Target Balance Fund | Other securities | — | — | $6.9M | 2.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $6.9M | 2.5% | |
| Victory Fund RS Global Fund R6 Fund | Other securities | — | — | $5.7M | 2.1% | |
| Participant notes receivable Loans to participants bearing interest of 4.25% to 9.50% - | Bonds / Notes | — | — | $5.0M | 1.8% | |
| Vanguard Small-Cap Index Admiral Fund | Mutual Funds | — | — | $4.1M | 1.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 1.4% | |
| Vanguard Total Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 0.9% | |
| Self-directed accounts | Self-Directed Brokerage | — | — | $2.4M | 0.9% | |
| Victory Sycamore Established Value Fund Insti Shares | Other securities | — | — | $2.2M | 0.8% | |
| Vanguard Total Stock Admiral Fund | Mutual Funds | — | — | $1.3M | 0.5% | |
| Lord Abbett Developing Growth Admiral Fund | Mutual Funds | — | — | $551K | 0.2% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $391K | 0.1% | |
| Empower Insurance IncomeFlex Sel Lifetime Inc & Equity Fund | Common Stocks | — | — | $307K | 0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $295K | 0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $193K | <0.1% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $166K | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $141K | <0.1% | |
| Empower Insurance IncomeFlex Sel Lifetime Inc & Equity Fund I | Common Stocks | — | — | $83K | <0.1% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $38K | <0.1% | |
| Empower Insurance International Blend Fund | Other securities | — | — | $23K | <0.1% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $23K | <0.1% |
