Sarah Roberts signed MACH Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MACH Resources, LLC's EIN is 81-4809861.
Download the official 2024 Form 5500 (PDF) for MACH Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MACH Resources, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | INVESTMENT ADV. | $70 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| MODERATE MAP FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $13.0M | 26.7% | |
| NT COL S&P 500 INDEX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $5.3M | 10.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.6M | 9.4% | |
| GROWTH MAP FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $4.3M | 8.8% | |
| Empower SDB Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.2M | 8.7% | |
| HARBOR CAPITAL APPREC CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $3.4M | 7.0% | |
| AGGRESSIVE MAP FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $2.2M | 4.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 46-3768480 / PN 597 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| NT EXT MKT EQUITY INDEX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.3M | 2.6% | |
| Principal Smallcap Growth I R6 Mutual Funds, 82997.258657 units @ $14.9000 | Other securities | — | — | $1.2M | 2.5% | |
| GREAT GRAY EUROPACIFIC GROWTH CT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Notes Receivable from Participants various maturities | Other securities | — | — | $744K | 1.5% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $708K | 1.5% | |
| Allspring Special Small Cap Value R6 Mutual Funds, 16641.441374 units @ $40.2400 | Other securities | — | — | $670K | 1.4% | |
| INCOME MAP FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $656K | 1.4% | |
| FIAM CORE PLUS COMINGLED POOL I FIDELITY INSTITUTIONAL ASSET MGMT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $648K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $597K | 1.2% | |
| NT ACWI EX US IMI FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $469K | 1.0% | |
| CONSERVATIVE MAP FREEDOM 401K CLASS GREAT GRAY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $446K | 0.9% | |
| Empower SDB Roth Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $14K | <0.1% | |
| Repayments are Corrected Correction in and PTE 2002- included: X Contributions Not Corrected Outside VFCP 51 Plan Year - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPLOYEE BENEFITS RESOURCES, LLC |
| — |
| TULSA, OK |
| CONTRACT ADMIN. |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MURET CPA, PLLC | — | TULSA, OK | AUDITOR | $18K | — |
