Zach Lueck signed Moregroup Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moregroup Holdings' EIN is 75-2406640.
Download the official 2024 Form 5500 (PDF) for Moregroup Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moregroup Holdings' 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE STREET INVESTMENT ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $15.3M | 24.4% | |
| The Vanguard Group Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $9.5M | 15.3% | |
| Retirement Fund R6 T. Rowe Price T. Rowe Price Capital Appreciation I N/R | Other securities | — | — | $7.4M | 11.9% | |
| The Vanguard Group Vanguard Interm-Term Bond Index N/R | Mutual Funds | — | — | $6.3M | 10.1% | |
| Admiral The Vanguard Group Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $5.4M | 8.6% | |
| Admiral The Vanguard Group Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $4.0M | 6.3% | |
| Victory Short Term Bond Institutional N/R | Other securities | — | — | $2.4M | 3.9% | |
| The Vanguard Group Vanguard High Dividend Yield Index N/R | Mutual Funds | — | — | $2.1M | 3.3% | |
| Admiral DFA Emerging Markets I N/R | Mutual Funds | — | — | $1.7M | 2.7% | |
| Money Market Fund The Vanguard Group Vanguard Treasure Money Market N/R | Mutual Funds | — | — | $1.4M | 2.3% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| Retirement Fund R6 Brandywine Global Corporate Credits N/R | Other securities | — | — | $1.1M | 1.7% | |
| American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $937K | 1.5% | |
| DFA International Small Cap Value N/R | Mutual Funds | — | — | $904K | 1.4% | |
| Shares BE Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $584K | 0.9% | |
| American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $489K | 0.8% | |
| Retirement Fund R6 Franklin Emerging Market Debt N/R | Mutual Funds | — | — | $346K | 0.6% | |
| Opportunities Fund American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $309K | 0.5% | |
| Retirement Fund R6 T. Rowe Price American Funds 2030 Target Date N/R | Mutual Funds | — | — | $259K | 0.4% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Admiral N/R | Mutual Funds | — | — | $233K | 0.4% | |
| American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $200K | 0.3% | |
| Retirement Fund R6 The Vanguard Group Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $179K | 0.3% | |
| Retirement Fund R6 American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $168K | 0.3% | |
| American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $55K | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $120K |
| — |
