Shayne Freeman signed S.R. Freeman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.R. Freeman, Inc.'s EIN is 77-0489144.
Download the official 2024 Form 5500 (PDF) for S.R. Freeman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.R. Freeman, Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC |
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 common collective trust] | Other | — | — | $13.3M | 96.4% | |
| WILMINGTON TRUST AMERICAN FDS 2035 AST WILMINGTON TRUST · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.9M | 28.3% | |
| WILMINGTON TRUST AMERICAN FDS 2045 AST WILMINGTON TRUST · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.7M | 19.3% | |
| WILMINGTON TRUST AMERICAN FDS 2040 AST WILMINGTON TRUST · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.3M | 16.4% | |
| WILMINGTON TRUST AMERICAN FDS 2030 AST WILMINGTON TRUST · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| WILMINGTON TRUST AMERICAN FDS 2050 AST WILMINGTON TRUST · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.1M | 7.7% | |
| WILMINGTON TRUST AMERICAN FDS 2055 AST WILMINGTON TRUST · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $659K | 4.8% | |
| WILMINGTON TRUST AMERICAN FDS 2025 AST WILMINGTON TRUST · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $372K | 2.7% | |
| WILMINGTON TRUST AMERICAN FDS 2060 AST WILMINGTON TRUST · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $259K | 1.9% | |
| WILMINGTON TRUST AMERICAN FDS 2020 AST WILMINGTON TRUST · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $70K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| BUTZTOWN, PA |
| BROKER/ADVISER |
| $0 |
| — |
