Steven Thomas signed General Datatech, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Datatech, LP's EIN is 75-2756261.
Download the official 2024 Form 5500 (PDF) for General Datatech, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Datatech, LP'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 ANNUITY INS CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $132K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AVANTAX INVESTMENT SERVICES INC DBA | — | DALLAS, TX | INVESTMENT ADVISOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
| WOODBURY FINANCIAL SERVICES | — | OAKDALE, MN | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDEX SL C1 II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $7.8M | 16.3% | |
| BlackRock, Inc. Blackrock Lifepath Index- 2035 N/R | Mutual Funds | — | — | $4.2M | 8.8% | |
| Class K BlackRock, Inc. Blackrock Lifepath Index- 2040 N/R | Common Stocks | — | — | $3.4M | 7.1% | |
| STATE STREE NASDAQ-100 INDEX NL C1M STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $3.3M | 7.0% | |
| Class K American Funds American Funds Washington Mutual N/R | Mutual Funds | — | — | $2.6M | 5.5% | |
| Investors Fund - R6 BlackRock, Inc. Blackrock Lifepath Index- 2045 N/R | Common Stocks | — | — | $2.5M | 5.3% | |
| * Empower Annuity Insurance Empower Investments Fixed N/R | Guaranteed Income / GIC | — | — | $2.3M | 4.7% | |
| Class K American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $2.1M | 4.4% | |
| Fund R6 BlackRock, Inc. Blackrock Lifepath Index- 2030 N/R | Common Stocks | — | — | $2.1M | 4.3% | |
| Class K Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $2.0M | 4.2% | |
| BlackRock, Inc. Blackrock Lifepath Index- 2055 N/R | Common Stocks | — | — | $1.7M | 3.6% | |
| Class K Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 3.4% | |
| BlackRock, Inc. Blackrock Lifepath Index- 2050 N/R | Common Stocks | — | — | $1.5M | 3.1% | |
| Class K BlackRock, Inc. Blackrock Lifepath Index Retirement N/R | Common Stocks | — | — | $1.2M | 2.5% | |
| Class K Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Allspring Global Investments Allsprings Special Mid Cap Value N/R | Other securities | — | — | $869K | 1.8% | |
| R6 Franklin Small-Mid Cap Growth N/R | Mutual Funds | — | — | $849K | 1.8% | |
| Fund Value N BlackRock, Inc. Blackrock Lifepath Index- 2060 N/R | Common Stocks | — | — | $840K | 1.8% | |
| Class K Prudential Investments PGIM Jennison Mid Cap Growth R6 N/R | Other securities | — | — | $782K | 1.6% | |
| Fidelity Investments Fidelity Advisor Small Cap Value N/R | Mutual Funds | — | — | $696K | 1.5% | |
| STATE ST REIT INDEX SL C1 II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $681K | 1.4% | |
| Fund - Z J.P Morgan Asset Management JPMorgan Emerging Markets N/R | Other securities | — | — | $601K | 1.3% | |
| State Street Global Advisors State Street Target Retirement Fund N/R | Other securities | — | — | $543K | 1.1% | |
| Class K Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $532K | 1.1% | |
| Company of America Account Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $520K | 1.1% | |
| T.Rowe Price T.Rowe Price Inflation Protected N/R | Other securities | — | — | $465K | 1.0% | |
| Bond I Fidelity Investments Fidelity Intermediate Treasury Bond N/R | U.S. Treasuries | — | — | $389K | 0.8% | |
| Index Fund Lord Abbett Lord Abbett Developing Growth N/R | Common Collective Trusts | — | — | $298K | 0.6% |
