Kelly Destefano signed Mitchell Williams Selig Gates & Woodyard PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Williams Selig Gates & Woodyard PLLC's EIN is 71-0261429.
Download the official 2024 Form 5500 (PDF) for Mitchell Williams Selig Gates & Woodyard PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell Williams Selig Gates & Woodyard PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST SECURITY BANK | 71-0159420 | — | INVESTMENT ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.3M | 84.2% | |
| [Assets held in common stock] | Other | — | — | $656K | 4.5% | |
| [Assets held in participant loans] | Other | — | — | $141K | 1.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $62K | 0.4% |
| $36K |
| — |
| MONK MITCHELL WILLIAMS & VINCENT | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | BROKER/DEALER | $200 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMINISTRATOR | $17K | — |
