Holly ECK signed Power Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Design, Inc.'s EIN is 65-0147539.
Download the official 2024 Form 5500 (PDF) for Power Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power Design, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC | 27-2037969 | — | RECORD KEEPER | $199K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $10 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $9.6M | 12.1% | |
| GG Capital Group GG Capital Group 2050 TD Trust CL CT | Common Stocks | — | — | $8.7M | 11.0% | |
| GREAT GRAY TRST CAPTL GRP 2050 TRG GREAT GRAY · EIN 99-1247497 / PN 009 | Common Collective Trust | — | — | $8.7M | 11.0% | |
| GG Capital Group GG Capital Group 2040 TD Trust CL CT | Common Stocks | — | — | $7.1M | 8.9% | |
| GREAT GRAY TRST CAPTL GRP 2040 TRG GREAT GRAY · EIN 99-1247497 / PN 007 | Common Collective Trust | — | — | $7.1M | 8.9% | |
| T ROWE PRICE GROWTH STOCK TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $6.6M | 8.4% | |
| GG Capital Group GG Capital Group 2045 TD Trust CL CT | Common Stocks | — | — | $5.5M | 7.0% | |
| GREAT GRAY TRST CAPTL GRP 2045 TRG GREAT GRAY · EIN 99-1247497 / PN 008 | Common Collective Trust | — | — | $5.5M | 7.0% | |
| GG Capital Group GG Capital Group 2055 TD Trust CL CT | Common Stocks | — | — | $5.2M | 6.6% | |
| GREAT GRAY TRST CAPTL GRP 2055 TRG GREAT GRAY · EIN 99-1247497 / PN 010 | Common Collective Trust | — | — | $5.2M | 6.6% | |
| GG Capital Group GG Capital Group 2060 TD Trust CL CT | Common Stocks | — | — | $5.1M | 6.4% | |
| GREAT GRAY TRST CAPTL GRP 2060 TRG GREAT GRAY · EIN 99-1247497 / PN 011 | Common Collective Trust | — | — | $5.1M | 6.4% | |
| GG Capital Group GG Capital Group 2030 TD Trust CL CT | Common Stocks | — | — | $4.6M | 5.8% | |
| GREAT GRAY TRST CAPTL GRP 2030 TRG GREAT GRAY · EIN 99-1247497 / PN 005 | Common Collective Trust | — | — | $4.6M | 5.8% | |
| J.P. Morgan JPMorgan Mid Cap Growth R6 | Other securities | — | — | $3.1M | 3.9% | |
| GG Capital Group GG Capital Group 2035 TD Trust CL CT | Common Stocks | — | — | $2.8M | 3.5% | |
| GREAT GRAY TRST CAPTL GRP 2035 TRG GREAT GRAY · EIN 99-1247497 / PN 006 | Common Collective Trust | — | — | $2.8M | 3.5% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $2.6M | 3.3% | |
| MFS LARGE CAP VALUE GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.5M | 3.2% | |
| Participant Loans Notes receivable from participants, maturing | Participant loans | — | — | $2.2M | 2.7% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE STABLE VALUE CIT · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $1.7M | 2.1% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| GG Capital Group GG Capital Group 2065 TD Trust CL CT | Common Stocks | — | — | $1.2M | 1.5% | |
| GREAT GRAY TRST CAPTL GRP 2065 TRG GREAT GRAY · EIN 99-1247497 / PN 012 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| GG Capital Group GG Capital Group 2025 TD Trust CL CT | Common Stocks | — | — | $988K | 1.2% | |
| GREAT GRAY TRST CAPTL GRP 2025 TRG GREAT GRAY · EIN 99-1247497 / PN 004 | Common Collective Trust | — | — | $988K | 1.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $664K | 0.8% | |
| GREAT GRAY TRUST EURO PACIFIC GROWT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $521K | 0.7% | |
| GG Capital Group GG Capital Group 2020 TD Trust CL CT | Common Stocks | — | — | $515K | 0.6% | |
| GREAT GRAY TRST CAPTL GRP 2020 TRG GREAT GRAY · EIN 99-1247497 / PN 003 | Common Collective Trust | — | — | $515K | 0.6% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $417K | 0.5% | |
| GG Capital Group GG Capital Group 2010 TD Trust CL CT | Common Stocks | — | — | $182K | 0.2% | |
| GREAT GRAY TRUST CAPTL 2010 GREAT GRAY · EIN 99-1247497 / PN 001 | Common Collective Trust | — | — | $182K | 0.2% | |
| Empower SDB Securities Roth | Other securities | — | — | $140K | 0.2% | |
| Self Directed Brokerage Account * Empower SDB Securities | Self-Directed Brokerage | — | — | $123K | 0.2% | |
| GG Capital Group GG Capital Group 2015 TD Trust CL CT | Common Stocks | — | — | $116K | 0.1% | |
| GREAT GRAY TRUST CAPTL 2015 GREAT GRAY · EIN 99-1247497 / PN 002 | Common Collective Trust | — | — | $116K | 0.1% | |
| Empower SDB Sweep Program | Other securities | — | — | $87K | 0.1% | |
| Empower SDB Sweep Program Roth | Other securities | — | — | $47K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $2K | <0.1% | |
| T. ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE COMMON TRUST FUND · EIN 25-1197336 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POWER DESIGN INC | — | SAINT PETERSBURG, FL | OTHER | $0 | — |
