Jessica Aguirre signed Total Warehouse, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total Warehouse, Inc.'s EIN is 82-2468672.
Download the official 2024 Form 5500 (PDF) for Total Warehouse, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total Warehouse, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT LLC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $737 | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.1M | 27.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $751K | 19.5% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $683K | 17.7% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY TRUST · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $217K | 5.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $171K | 4.4% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $157K | 4.1% | |
| dates through October 2029 - | Other securities | — | — | $153K | 4.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $148K | 3.8% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY TRUST · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $51K | 1.3% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY TRUST · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $50K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $46K | 1.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $44K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $42K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $40K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $38K | 1.0% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY TRUST · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $37K | 0.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $33K | 0.9% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $23K | 0.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $19K | 0.5% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $17K | 0.4% | |
| Empower Annuity Insurance Company of America Fixed Account - Series Class IV | Common Stocks | — | — | $16K | 0.4% | |
| American Funds Bond Funds of Amer R6 | Mutual Funds | — | — | $13K | 0.3% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $13K | 0.3% | |
| PGIM High-Yield R6 | Other securities | — | — | $12K | 0.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $12K | 0.3% | |
| Allspring Real Return R6 | Other securities | — | — | $5K | 0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3K | <0.1% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $558 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY TRUST · EIN 81-4509619 / PN 311 | 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.
