Annette Lopez signed United Power, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Power, Inc.'s EIN is 84-0340655.
Download the official 2024 Form 5500 (PDF) for United Power, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Power, Inc.'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MGMT |
| $10 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES INC | — | WICHITA, KS | INVESTMENT ADVISOR | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.6M | 10.5% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.5M | 10.3% | |
| Vanguard Large Cap Index Fund - Admiral | Common Collective Trusts | — | — | $3.0M | 8.6% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $2.8M | 8.2% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.9% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $2.4M | 7.2% | |
| Vanguard Wellington - Admiral | Mutual Funds | — | — | $2.4M | 6.9% | |
| MFS International Growth R6 | Mutual Funds | — | — | $2.0M | 5.8% | |
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.3M | 3.8% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $1.3M | 3.8% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.2M | 3.6% | |
| Metropolitan West Total Return Bond Plan | Other securities | — | — | $1.1M | 3.1% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $984K | 2.9% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $912K | 2.7% | |
| Vanguard Wellesley Income - Admiral | Mutual Funds | — | — | $828K | 2.4% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $594K | 1.7% | |
| Vanguard Small Cap Index - Admiral | Mutual Funds | — | — | $547K | 1.6% | |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $541K | 1.6% | |
| Participant notes receivable Interest rate 4.25% - 9.50% | Bonds / Notes | — | — | $484K | 1.4% | |
| Vanguard Utilities Index - Admiral | Mutual Funds | — | — | $339K | 1.0% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $300K | 0.9% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $290K | 0.9% | |
| Vanguard Real Estate Index - Admiral | Mutual Funds | — | — | $244K | 0.7% | |
| Goldman Sachs Small Cap Value Insights R6 | Other securities | — | — | $238K | 0.7% | |
| JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $149K | 0.4% | |
| BlackRock Health Sciences Opps K | Other securities | — | — | $141K | 0.4% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $117K | 0.3% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $113K | 0.3% | |
| Empower Annuity Insurance Company Self-directed Brokerage | Self-Directed Brokerage | — | — | $75K | 0.2% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
