Julie Surley signed AKKA USA LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AKKA USA LLC's EIN is 62-1806453.
Download the official 2022 Form 5500 (PDF) for AKKA USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)AKKA USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GW EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.6M | 85.6% | |
| Empower Annuity Ins Co of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $404K | 13.1% | |
| Empower Annuity Ins Co of America Virtus Ceredex Mid-Cap Value Equity I | Common Stocks | — | — | $303K | 9.8% | |
| Empower Annuity Ins Co of America MFS Global Equity R3 | Mutual Funds | — | — | $278K | 9.0% | |
| Empower Annuity Ins Co of America JPMorgan Large Cap Growth A | Common Stocks | — | — | $261K | 8.4% | |
| Empower Annuity Ins Co of America T Rowe Price Dividend Growth Adv | Mutual Funds | — | — | $249K | 8.1% | |
| Empower Annuity Ins Co of America Empower T Rowe Price Mdcp Gr Fund Inv | Mutual Funds | — | — | $201K | 6.5% | |
| Empower Annuity Ins Co of America Franklin Small Cap Growth A | Mutual Funds | — | — | $172K | 5.6% | |
| Empower Annuity Ins Co of America American Funds Wash Mutual R3 | Mutual Funds | — | — | $151K | 4.9% | |
| Empower Annuity Ins Co of America Neuberger Berman Real Estate A | Common Stocks | — | — | $143K | 4.6% | |
| Empower Annuity Ins Co of America Aberdeen Emerging Markets A | Common Stocks | — | — | $109K | 3.5% | |
| Empower Annuity Ins Co of America Empower Mod Aggr Profile II Fund Inv | Common Stocks | — | — | $108K | 3.5% | |
| Empower Annuity Ins Co of America T Rowe Price Intl Value Equity Adv | Mutual Funds | — | — | $79K | 2.6% | |
| Empower Annuity Ins Co of America Empower Aggressive Profile Fund Inv | Common Stocks | — | — | $79K | 2.6% | |
| Empower Annuity Ins Co of America Prudential High-Yield A | Common Stocks | — | — | $67K | 2.2% | |
| Empower Annuity Ins Co of America Empower Bond Index Fund Inv | Common Collective Trusts | — | — | $66K | 2.2% | |
| Empower Annuity Ins Co of America Empower Lifetime 2025 Fund Svc | Common Stocks | — | — | $63K | 2.0% | |
| Empower Annuity Ins Co of America Delaware Small Cap Value A | Common Stocks | — | — | $62K | 2.0% | |
| Empower Annuity Ins Co of America Empower Conservative Profile Fund Inv | Common Stocks | — | — | $62K | 2.0% | |
| Empower Annuity Ins Co of America American Funds Europacific Growth R | Mutual Funds | — | — | $62K | 2.0% | |
| Participant notes receivable 4.25% - 8.00% | Bonds / Notes | — | — | $33K | 1.1% | |
| Empower Annuity Ins Co of America TIAA-CREF Inflation-Linked Bond Retail | Mutual Funds | — | — | $26K | 0.8% | |
| Empower Annuity Ins Co of America Empower Lifetime 2045 Fund Svc | Common Stocks | — | — | $24K | 0.8% | |
| Empower Annuity Ins Co of America Empower Lifetime 2055 Fund Svc | Common Stocks | — | — | $22K | 0.7% | |
| Empower Annuity Ins Co of America Pimco Commodity Real Ret Strat A | Mutual Funds | — | — | $21K | 0.7% | |
| Empower Annuity Ins Co of America Empower Mod Cons Profile II Fund Inv | Common Stocks | — | — | $19K | 0.6% | |
| Empower Annuity Ins Co of America Empower Lifetime 2035 Fund Svc | Common Stocks | — | — | $6K | 0.2% | |
| Empower Annuity Ins Co of America AB Global Bond A | Common Stocks | — | — | $4K | 0.1% | |
| Empower Annuity Ins Co of America Empower Multi-Sector Bond Inv | Common Stocks | — | — | $3K | 0.1% | |
| Empower Annuity Ins Co of America Empower Moderate Profile Fund Inv | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES, INC | — | FARMINGTON HILLS, MI | CONTRACT ADMIN | $875 | — |
