Black Stone Natural Resources Management Company's EIN is 76-0499297.
Download the official 2024 Form 5500 (PDF) for Black Stone Natural Resources Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Black Stone Natural Resources Management Company's plan includes profit-sharing, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $871 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP LLC DBA SMARTDOLLAR | — | FRANKLIN, TN | OTHER | $4K | — |
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 500 Index | Common Collective Trusts | — | — | $4.3M | 18.7% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.5M | 11.0% | |
| INVESCO STABLE VALUE TRUST - I INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.4% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $1.9M | 8.4% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $1.0M | 4.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $984K | 4.3% | |
| MFS Blended Research Mid Cap Equity R6 | Mutual Funds | — | — | $950K | 4.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $865K | 3.8% | |
| J.P. Morgan J.P. Morgan US Research Enhanced Equity R6 | Other securities | — | — | $756K | 3.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $732K | 3.2% | |
| Clearbridge Small Cap Growth IS | Other securities | — | — | $694K | 3.0% | |
| Invesco Equity and Income R6 | Mutual Funds | — | — | $629K | 2.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $598K | 2.6% | |
| BNY Mellon BNY Mellon Natural Resources Y | Other securities | — | — | $540K | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $446K | 2.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $421K | 1.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126265 / PN 571 | Common Collective Trust | — | — | $392K | 1.7% | |
| American Funds American Funds Capital World Bond-R6 | Mutual Funds | — | — | $345K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $328K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $302K | 1.3% | |
| participants various maturity dates through 2029 - | Other securities | — | — | $300K | 1.3% | |
| Invesco Global R6 | Mutual Funds | — | — | $286K | 1.3% | |
| Invesco Gold and Special Minerals R6 | Mutual Funds | — | — | $281K | 1.2% | |
| MFS Emerging Markets Debt R6 | Mutual Funds | — | — | $250K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $204K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $157K | 0.7% | |
| Invesco Short Term Bond R6 | Mutual Funds | — | — | $149K | 0.7% | |
| EMERGING MKTS EQTY/PGIM QUANT SOLUT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 030 | Pooled Separate Account | — | — | $74K | 0.3% | |
| DFA Investment DFA Investment Grade I | Mutual Funds | — | — | $61K | 0.3% | |
| INVESCO STABLE VALUE TRUST CLASS II INVESCO · EIN 84-1142974 / 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.
