John Sanders signed MMI Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MMI Services, Inc.'s EIN is 77-0024477.
Download the official 2023 Form 5500 (PDF) for MMI Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MMI Services, Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.1M | 88.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $15K | 0.4% | |
| [Assets held in common collective trust] | Other | — | — | $7K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $7K | 0.2% |
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGMENT |
| $441 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | — | FRESNO, CA | CONTRACT ADMIN | $2K | — |
