Valen Lipari signed Sirius Global Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sirius Global Services, LLC's EIN is 74-3152132.
Download the official 2024 Form 5500 (PDF) for Sirius Global Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sirius Global Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $60 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Institutional Shares Vanguard Institutional Index Fund N/R | Common Collective Trusts | — | — | $20.5M | 17.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I N/R | Other securities | — | — | $10.7M | 9.1% | |
| Shares Vanguard Extended Market Index Fund N/R | Common Collective Trusts | — | — | $8.7M | 7.3% | |
| Class Vanguard Equity-Income Fund Admiral N/R | Mutual Funds | — | — | $8.4M | 7.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.7M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.7M | 4.8% | |
| Admiral Shares Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $5.4M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.3M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.4M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.5% | |
| Admiral Shares Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $3.8M | 3.3% | |
| Self-Directed Brokerage Accounts * Empower SDB N/R | Self-Directed Brokerage | — | — | $3.7M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.4% | |
| Columbia Threadneedle Columbia Small Cap Value and Inflection N/R | Mutual Funds | — | — | $2.6M | 2.2% | |
| PIMCO Total Return Fund Institutional Class N/R | Mutual Funds | — | — | $1.9M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.5% | |
| Institutional Shares Vanguard International Growth Fund N/R | Mutual Funds | — | — | $1.6M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| Fund Institutional 3 Class Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $1.3M | 1.1% | |
| Class I Fidelity Small Cap Growth K6 Fund N/R | Mutual Funds | — | — | $1.1M | 1.0% | |
| Dodge & Cox Dodge & Cox International Stock Fund N/R | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fund Institutional Class PIMCO Real Return Fund Institutional Class N/R | Mutual Funds | — | — | $951K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $889K | 0.8% | |
| Hartford Mutual Funds The Hartford Strategic Income Fund Class N/R | Other securities | — | — | $754K | 0.6% | |
| R6 Invesco Developing Markets Fund Class R6 N/R | Mutual Funds | — | — | $736K | 0.6% | |
| PIMCO Commodity Real Return Strategy N/R | Mutual Funds | — | — | $436K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $308K | 0.3% | |
| Money Market Fund BNY Mellon Securities Dreyfus Government Cash Management N/R | Mutual Funds | — | — | $275K | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $197K | 0.2% | |
| Empower SDB Roth N/R | Other securities | — | — | $90K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $54K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $841 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
