Jamie Coots signed PALA Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PALA Group, Inc.'s EIN is 72-0932277.
Download the official 2024 Form 5500 (PDF) for PALA Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PALA Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREEENWOOD, CO | RECORDKEEPER | $89K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $5.9M | 23.2% | |
| [Assets held in common collective trust] | Other | — | — | $4.7M | 18.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.6M | 10.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.5M | 9.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.8M | 7.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.7M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $924K | 3.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $907K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $670K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $526K | 2.1% | |
| Notes Receivable from Participants | Other securities | — | — | $517K | 2.0% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $421K | 1.7% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $404K | 1.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $377K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $313K | 1.2% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $269K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $244K | 1.0% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $232K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $126K | 0.5% | |
| RELIANCE METLIFE SERIES 25053 CL 20 RELIANCE TRUST CT OR SVF · EIN 46-6624585 / PN 001 | Common Collective Trust | — | — | $106K | 0.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $70K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| ARGENT RETIREMENT PLAN ADVISORS | — | OKLAHOMA CITY, OK | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANNIS T. BOURGEOIS, LLP | — | BATON ROUGE, LA | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | — | SOUTH BEND, IN | OTHER | -$13K | — |
