Plan Sponsor signed The Pursuant Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Pursuant Group, Inc.'s EIN is 75-2947160.
Download the official 2023 Form 5500 (PDF) for The Pursuant Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Pursuant Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| INDEXSELECT CONSERVATIVE RET FUND C AST WILMINGTON TRUST · EIN 81-4470950 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2025 FUND CL I AST WILMINGTON TRUST · EIN 81-4509619 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL I AST WILMINGTON TRUST · EIN 81-4515825 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL I AST WILMINGTON TRUST · EIN 81-4484368 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2035 FUND CL AST WILMINGTON TRUST · EIN 81-4543855 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND CL AST WILMINGTON TRUST · EIN 81-4393238 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4430771 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4447624 / PN 000 | Common Collective Trust | $0 | — |
| AMERIPRISE FINANCIAL SERVICES LLC |
| — |
| MINNEAPOLIS, MN |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
