Michael DUNN Center's EIN is 62-0851179.
Download the official 2024 Form 5500 (PDF) for Michael DUNN Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michael DUNN Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | — | JERSEY CITY, NJ | INHVESTMENT ADVISOR | $3K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $455K | 17.4% | |
| American Funds | Mutual Funds | — | — | $404K | 15.5% | |
| American Funds | Mutual Funds | — | — | $332K | 12.7% | |
| American Funds | Mutual Funds | — | — | $292K | 11.2% | |
| American Funds | Mutual Funds | — | — | $192K | 7.4% | |
| American Funds | Mutual Funds | — | — | $172K | 6.6% | |
| Vanguard | Mutual Funds | — | — | $162K | 6.2% | |
| American Funds | Mutual Funds | — | — | $147K | 5.6% | |
| Vanguard | Mutual Funds | — | — | $62K | 2.4% | |
| Participant notes receivable | Other securities | — | — | $59K | 2.3% | |
| American Funds | Mutual Funds | — | — | $53K | 2.0% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $34K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $28K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $25K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $24K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $22K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $17K | 0.7% | |
| American Funds | Mutual Funds | — | — | $17K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $14K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $11K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $11K | 0.4% | |
| PGIM | Other securities | — | — | $11K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $9K | 0.3% | |
| JP Morgan | Other securities | — | — | $8K | 0.3% | |
| Empower Trust Company, LLC | Common Stocks | — | — | $7K | 0.3% | |
| American Funds | Mutual Funds | — | — | $7K | 0.3% | |
| American Funds | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $5K | 0.2% | |
| BlackRock | Other securities | — | — | $2K | <0.1% | |
| PGIM | Other securities | — | — | $42 | <0.1% | |
| Victory Capital | Other securities | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| WOODBURY FINANCIAL SERVICES, INC. | — | OAKDALE, MN | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | — | KNOXVILLE, TN | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | OTHER | $7K | — |
