MEG Morreale signed Travis Association for the Blind's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Travis Association for the Blind's EIN is 74-1143060.
Download the official 2024 Form 5500 (PDF) for Travis Association for the Blind from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Travis Association for the Blind's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, 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 | $60K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $916 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| Indirect comp |
|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | NASHVILLE, TN | INVESTMENT ADVISOR | $32K | — |
| NFP RETIREMENT INC | — | ALISO VIEJO CA, CA | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | WACO, TX | CONTRACT ADMIN | $15K | — |
