RITA VAGH signed Staffmark Investment, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staffmark Investment, LLC's EIN is 71-0842216.
Download the official 2024 Form 5500 (PDF) for Staffmark Investment, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staffmark Investment, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLIAGE, CO | INVSTMENT MGMT | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.6M | 13.9% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $4.5M | 11.2% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 6.2% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.3M | 5.7% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $2.2M | 5.4% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 5.3% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 5.2% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 5.1% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 4.7% | |
| JPMorgan Value Advantage R6 Mutual Fund | Other securities | — | — | $1.6M | 4.0% | |
| American Funds EuroPacific Gr R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 3.2% | |
| American Funds 2025 Trgt Date Reitre R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.7% | |
| Vanguard Small Cap Value A Mutual Fund | Mutual Funds | — | — | $1000K | 2.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $988K | 2.5% | |
| Empower T. Rowe Price Mid Cap Gr Instl Mutual Fund | Other securities | — | — | $986K | 2.5% | |
| PGIM Total Return Bond Z Mutual Fund | Other securities | — | — | $867K | 2.2% | |
| Vanguard Extended Market Index Admiral Mutual Fund | Mutual Funds | — | — | $835K | 2.1% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $790K | 2.0% | |
| American Funds Capital World Groth and Income Mutual Fund | Mutual Funds | — | — | $776K | 1.9% | |
| Janus Henderson Venture I Mutual Fund | Mutual Funds | — | — | $676K | 1.7% | |
| Franklin Small Cap Value Reitre R6 Mutual Fund | Mutual Funds | — | — | $509K | 1.3% | |
| Participant Loans * Plan Participants Interest Rates from 4.25% to 10.50% - | Bonds / Notes | — | — | $413K | 1.0% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $367K | 0.9% | |
| Allspring Special Mid Cap Value Fund R6 Mutual Fund | Other securities | — | — | $332K | 0.8% | |
| Invesco Developing MarketY Mutual Fund | Mutual Funds | — | — | $304K | 0.8% | |
| MFS Total Return R3 Mutual Fund | Mutual Funds | — | — | $264K | 0.7% | |
| American Funds Amcap Fund R6 Mutual Fund | Mutual Funds | — | — | $168K | 0.4% | |
| Invesco Small Cap Value A Mutual Fund | Mutual Funds | — | — | $106K | 0.3% | |
| PGIM Global Total Return R6 Mutual Fund | Other securities | — | — | $105K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $84K | 0.2% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $62K | 0.2% | |
| Templeton Global Bond R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
