Marla RYE signed Workforce Essentials, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workforce Essentials, Inc.'s EIN is 62-1498440.
Download the official 2024 Form 5500 (PDF) for Workforce Essentials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workforce Essentials, Inc.'s plan includes profit-sharing, a 401(k) feature, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price 2025 Adv Mutual Fund | Other securities | — | — | $1.5M | 32.2% | |
| T. Rowe Price 2030 Adv Mutual Fund | Other securities | — | — | $624K | 13.5% | |
| Manning & Napier Pro-Blend Max Term S Mutual Fund | Other securities | — | — | $558K | 12.1% | |
| American Funds American Balanced R3 Mutual Fund | Mutual Funds | — | — | $279K | 6.0% | |
| T. Rowe Price 2045 Adv Mutual Fund | Other securities | — | — | $245K | 5.3% | |
| Manning & Napier Pro-Blend Mod Term S Mutual Fund | Other securities | — | — | $197K | 4.3% | |
| MM S&P 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $143K | 3.1% | |
| T. Rowe Price 2035 Adv Mutual Fund | Other securities | — | — | $128K | 2.8% | |
| T. Rowe Price 2040 Adv Mutual Fund | Other securities | — | — | $127K | 2.7% | |
| American Funds Capital World G/1 R3 Mutual Fund | Mutual Funds | — | — | $122K | 2.6% | |
| Capital Preservation Account Fixed Annuity | Other securities | — | — | $106K | 2.3% | |
| American Funds New World Fund R4 Mutual Fund | Mutual Funds | — | — | $87K | 1.9% | |
| T. Rowe Price 2020 Adv Mutual Fund | Other securities | — | — | $79K | 1.7% | |
| Manning & Napier Pro-Blend Cons Term S Mutual Fund | Other securities | — | — | $79K | 1.7% | |
| MassMutual Mid Cap Growth Service Mutual Fund | Other securities | — | — | $78K | 1.7% | |
| T. Rowe Price 2055 Adv Mutual Fund | Other securities | — | — | $77K | 1.7% | |
| Allspring Special Mid Cap Value Admin Mutual Fund | Other securities | — | — | $35K | 0.8% | |
| MassMutual Blue Chip Growth Service Mutual Fund ** 900 * MassMutual Core Bond Svc Mutual Fund | Other securities | — | — | $31K | 0.7% | |
| T. Rowe Price 2050 Adv Mutual Fund | Other securities | — | — | $25K | 0.5% | |
| Macquarie Small Cap Value Instl Mutual Fund | Other securities | — | — | $20K | 0.4% | |
| T. Rowe Price 2015 Adv Mutual Fund | Other securities | — | — | $19K | 0.4% | |
| American Funds Fundamental Invs R3 Mutual Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Empower S&P Midcap 400 Index Fund Inv Mutual Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| MassMutual US Gov Money Mkt Fund Mutual Fund | Cash / Money Market | — | — | $12K | 0.3% | |
| T. Rowe Price 2060 Adv Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Empower S&P SmCap 600 Index Fund Inv Mutual Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| MassMutual High Yield Administrative Mutual Fund | Other securities | — | — | $5K | 0.1% | |
| Loomis Sayles Strategic Income Fund Y Mutual Fund ** 923 Macquarie Extended Duration Bond A Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| MassMutual Global Svc Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Franklin Mutual Global Discovery A Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| AB Global Bond A Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| MassMutual Small Cap Gr Eq Svc Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Alger Capital Appreciation A Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3845382 |
| EL SEGUNDO, CA |
| BROKER/ADVISOR |
| $0 |
| — |
