LYSA Wollard signed FEHR & Peers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FEHR & Peers' EIN is 68-0065540.
Download the official 2024 Form 5500 (PDF) for FEHR & Peers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FEHR & Peers' 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICK BUZARELLOS KENDRICK LLP | — | SACRAMENTO, CA | AUDITOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $86.7M | 90.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.2M | 6.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.1M | 3.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | — | SAN FRANCISCO, CA | OTHER | $49K | — |
