Julie Smith signed Barrios Technology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barrios Technology's EIN is 76-0404611.
Download the official 2024 Form 5500 (PDF) for Barrios Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barrios Technology'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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $227K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON & CO |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JPMORGAN INV MGT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $18.9M | 14.0% | |
| iShares S&P 500 Index K | Mutual Funds | — | — | $15.9M | 11.7% | |
| MFS Value R6 | Mutual Funds | — | — | $10.0M | 7.4% | |
| Mass Mutual Sagic Diversified Bond II | Other securities | — | — | $8.7M | 6.4% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $4.9M | 3.6% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $4.9M | 3.6% | |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.3M | 3.1% | |
| Victory Sycamore Victory Sycamore Established Value R6 | Other securities | — | — | $4.2M | 3.1% | |
| Fidelity International Index | Mutual Funds | — | — | $4.1M | 3.0% | |
| Vanguard Interm-Term Bond Indx Adm | Mutual Funds | — | — | $3.7M | 2.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $3.6M | 2.7% | |
| Touchstone Large Cap Focused I | Other securities | — | — | $3.6M | 2.7% | |
| Black Rock BlackRock Technology Opportunities SVC | Other securities | — | — | $3.4M | 2.5% | |
| American Funds American Funds Bond Fund of American R6 | Mutual Funds | — | — | $3.4M | 2.5% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $3.3M | 2.5% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $3.1M | 2.3% | |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.8M | 2.1% | |
| Vitrus Virtus KAR Mid-Cap Growth I | Other securities | — | — | $2.7M | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.7M | 2.0% | |
| T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.4M | 1.8% | |
| CORE PLUS BOND / REAMS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 040 | Pooled Separate Account | — | — | $2.3M | 1.7% | |
| T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.5% | |
| First Eagle First Eagle Global I | Other securities | — | — | $1.9M | 1.4% | |
| T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.8M | 1.3% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $1.8M | 1.3% | |
| Mass Mutual MassMutual High Yield I | Other securities | — | — | $1.7M | 1.2% | |
| T. Rowe Price T. Rowe Price Balanced I | Other securities | — | — | $1.7M | 1.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| BNY Mellon BNY Mellon Natural Resource i | Other securities | — | — | $1.3M | 1.0% | |
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.1M | 0.8% | |
| Participant loans Participant loans bearing interest at rates ranging from 4.25% to 9.5% per year - | Bonds / Notes | — | — | $886K | 0.7% | |
| Vanguard Long-Term Investment Grade Adm | Mutual Funds | — | — | $746K | 0.6% | |
| Lord Abbett Lord Abbett Short Duration Incom R6 | Mutual Funds | — | — | $518K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $421K | 0.3% | |
| Calvert US Calvert US Large Cap Core RSPNB IDX R6 | Common Collective Trusts | — | — | $359K | 0.3% | |
| Mass Mutual MM Slct TRP Retirement Bal I | Other securities | — | — | $276K | 0.2% | |
| T ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $50K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $32K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREAT FALLS, MT |
| INVESTMENT ADVISOR |
| $153K |
| — |
