Plan Sponsor signed Pomeroy Living Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pomeroy Living Management LLC's EIN is 81-0767408.
Download the official 2024 Form 5500 (PDF) for Pomeroy Living Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pomeroy Living Management LLC'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 | $59K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Capital Preservation R6 | Other securities | — | — | $1.4M | 23.1% | |
| Federated Fidelity 500 Index | Common Collective Trusts | — | — | $942K | 15.8% | |
| Empower Investments Empower Investments Fixed Account- Series Class I | Other securities | — | — | $514K | 8.6% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $473K | 7.9% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $335K | 5.6% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $317K | 5.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $275K | 4.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $265K | 4.4% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $191K | 3.2% | |
| Federated Fidelity US Bond Index | Mutual Funds | — | — | $172K | 2.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $166K | 2.8% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $159K | 2.7% | |
| DFA DFR Real Estate Securities I | Mutual Funds | — | — | $124K | 2.1% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $102K | 1.7% | |
| JPMorgan JP Morgan U.S Small Company R6 | Common Stocks | — | — | $94K | 1.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $93K | 1.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $89K | 1.5% | |
| Participant Loans Notes Receivable from Participants Interest rates from 5.00% to 9.50% -0- | Bonds / Notes | — | — | $84K | 1.4% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $74K | 1.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $53K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $21K | 0.4% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $13K | 0.2% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $11K | 0.2% | |
| Federated Hermes Total Return Bond R6 | Other securities | — | — | $6K | <0.1% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $2K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / 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.
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHLAUPITZ MADHAVAN PC | — | TROY, MI | AUDITOR | $14K | — |
