System1 Opco, LLC's EIN is 82-2387353.
Download the official 2024 Form 5500 (PDF) for System1 Opco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)System1 Opco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKWOOD CAPITAL SECURITIES, INC | — | MINNEPOLIS, MN | BROKER/ADVISER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 19 Empower Trust Company, LLC Vanguard 500 Index | Common Collective Trusts | — | — | $9.8M | 23.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.0M | 9.7% | |
| PUTNAM RETIEMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.6M | 6.3% | |
| 25 Empower Trust Company, LLC Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $2.5M | 6.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $2.4M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.4M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.2M | 5.3% | |
| 14 Empower Trust Company, LLC JPMorgan Large Cap Growth | Common Stocks | — | — | $1.9M | 4.5% | |
| 12 Empower Trust Company, LLC iShares MSCI EAFE International Index | Common Stocks | — | — | $1.4M | 3.4% | |
| 28 Empower Trust Company, LLC Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.2M | 2.8% | |
| 26 Empower Trust Company, LLC Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.2M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| 5 Empower Trust Company, LLC Blackrock 40/60 Target Allocation | Common Stocks | — | — | $875K | 2.1% | |
| 20 Empower Trust Company, LLC Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $760K | 1.8% | |
| 13 Empower Trust Company, LLC iShares U.S Aggregated Bond Index | Common Stocks | — | — | $699K | 1.7% | |
| 22 Empower Trust Company, LLC Vanguard Equity Income Admiral | Mutual Funds | — | — | $632K | 1.5% | |
| 3 Empower Trust Company, LLC American Funds New Perspective | Mutual Funds | — | — | $571K | 1.4% | |
| 30 * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $502K | 1.2% | |
| 18 Empower Trust Company, LLC T. Rowe Price Diversified Mid Cap Growth | Common Stocks | — | — | $446K | 1.1% | |
| 10 Empower Trust Company, LLC Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $388K | 0.9% | |
| 6 Empower Trust Company, LLC Blackrock 60/40 Target Allocation | Common Stocks | — | — | $370K | 0.9% | |
| 15 Empower Trust Company, LLC MacQuarie Emerging Markets | Common Stocks | — | — | $339K | 0.8% | |
| 16 Empower Trust Company, LLC Mass Mutual Select Total Return Bond | Common Stocks | — | — | $331K | 0.8% | |
| 27 Empower Trust Company, LLC Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $326K | 0.8% | |
| 1 Empower Trust Company, LLC Allspring Special Mid Cap Value | Common Stocks | — | — | $247K | 0.6% | |
| 24 Empower Trust Company, LLC Vanguard Health Care Index Admiral | Mutual Funds | — | — | $242K | 0.6% | |
| 17 Empower Trust Company, LLC MFS International Growth | Mutual Funds | — | — | $237K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $222K | 0.5% | |
| PUTNAM RETREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $216K | 0.5% | |
| Notes Receivable from Participants Maturing at various times through 2029. -0- | Other securities | — | — | $197K | 0.5% | |
| 23 Empower Trust Company, LLC Vanguard Explorer Admiral | Mutual Funds | — | — | $185K | 0.4% | |
| 9 Empower Trust Company, LLC Columbia Large Cap Enhanced Core | Common Stocks | — | — | $169K | 0.4% | |
| 29 Empower Trust Company, LLC Vanguard Utilities Index Admiral | Mutual Funds | — | — | $166K | 0.4% | |
| 21 Empower Trust Company, LLC Vanguard Energy Index Admiral | Mutual Funds | — | — | $131K | 0.3% | |
| 11 Empower Trust Company, LLC Franklin Small Cap Value | Mutual Funds | — | — | $107K | 0.3% | |
| 7 Empower Trust Company, LLC Blackrock 80/20 Target Allocation | Common Stocks | — | — | $93K | 0.2% | |
| 4 Empower Trust Company, LLC Blackrock 20/80 Target Allocation | Common Stocks | — | — | $77K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE MATURIT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $55K | 0.1% | |
| 8 Empower Trust Company, LLC Blackrock Impact Mortgage | Common Stocks | — | — | $45K | 0.1% | |
| 2 Empower Trust Company, LLC American Beacon International Equity | Common Stocks | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY, INC. | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $22K | — |
