Jennifer Henderson signed Rocky Mountain Planned Parenthood, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocky Mountain Planned Parenthood, Inc.'s EIN is 84-0404253.
Download the official 2023 Form 5500 (PDF) for Rocky Mountain Planned Parenthood, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rocky Mountain Planned Parenthood, 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 | $46K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $5.0M | 25.1% | |
| American Funds Washington Mutual Investors Fund Class R-6 | Mutual Funds | — | — | $1.7M | 8.6% | |
| Insurance Contracts * Empower Annuity Insurance Key Guarantee Portfolio Fund Guaranteed Company of America Investment Contract – Interest rate of 1.33% | Bonds / Notes | — | — | $1.7M | 8.4% | |
| Empower Large Cap Growth Institutional Fund | Other securities | — | — | $1.6M | 8.2% | |
| Principal LifeTime Hybrid 2035 Fund R-6 | Other securities | — | — | $1.5M | 7.6% | |
| MFS International Diversification R-6 | Mutual Funds | — | — | $1.2M | 5.9% | |
| Principal SmallCap Growth Fund I Institutional Class | Other securities | — | — | $1.1M | 5.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $841K | 4.3% | |
| Principal LifeTime Hybrid 2045 Fund R-6 | Other securities | — | — | $834K | 4.2% | |
| Principal LifeTime Hybrid 2055 Fund R-6 | Other securities | — | — | $652K | 3.3% | |
| Principal LifeTime Hybrid 2050 Fund R-6 | Other securities | — | — | $565K | 2.9% | |
| Principal LifeTime Hybrid 2040 Fund R-6 | Other securities | — | — | $449K | 2.3% | |
| Principal LifeTime Hybrid 2060 Fund R-6 | Other securities | — | — | $432K | 2.2% | |
| Victory Core Plus Intermediate Bond Fund R-6 | Other securities | — | — | $421K | 2.1% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $264K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $231K | 1.2% | |
| AllSpring Special Small Cap Value R-6 | Other securities | — | — | $208K | 1.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $195K | 1.0% | |
| Principal LifeTime Hybrid 2030 Fund R-6 | Other securities | — | — | $195K | 1.0% | |
| AllSpring Special Mid Cap Value R-6 | Other securities | — | — | $177K | 0.9% | |
| Notes Receivable from Participants Interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $151K | 0.8% | |
| MassMutual Select Mid Cap Growth Fund Class I | Other securities | — | — | $141K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $130K | 0.7% | |
| Principal Real Estate Securities Fund Inst Class | Other securities | — | — | $59K | 0.3% | |
| Principal LifeTime Hybrid 2025 Fund R-6 | Other securities | — | — | $53K | 0.3% | |
| Principal LifeTime Hybrid 2065 Fund R-6 | Other securities | — | — | $30K | 0.2% | |
| Principal LifeTime Hybrid Income Fund R-6 576 Principal Lifetime Hybrid 2020 Fund R-6 | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
