SIM SU signed Screenbeam Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Screenbeam Inc.'s EIN is 84-2325892.
Download the official 2024 Form 5500 (PDF) for Screenbeam Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Screenbeam 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $324 | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.7M | 25.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.7M | 14.1% | |
| MFS Massachusetts Investors Growth Stock Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 9.2% | |
| MFS Corporate Bond Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 7.7% | |
| Eaton Vance Income Fund of Boston Mutual Fund | Other securities | — | — | $1.5M | 5.5% | |
| INVESCO STABLE VALUE TRUST - I INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | — | $1.2M | 4.5% | |
| MFS Global Equity Fund Mutual Fund | Mutual Funds | — | — | $984K | 3.8% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $910K | 3.5% | |
| MFS Conservative Allocation Fund Mutual Fund | Mutual Funds | — | — | $834K | 3.2% | |
| Franklin Small-Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $824K | 3.1% | |
| American Funds Fundamental Investors Fund Mutual Fund | Mutual Funds | — | — | $611K | 2.3% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $541K | 2.1% | |
| First Eagle Gold Fund Mutual Fund | Other securities | — | — | $530K | 2.0% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $436K | 1.7% | |
| MFS Research International Fund Mutual Fund | Mutual Funds | — | — | $408K | 1.6% | |
| American Funds Balanced Fund Mutual Fund | Mutual Funds | — | — | $289K | 1.1% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | Common Stocks | — | — | $244K | 0.9% | |
| MFS Aggressive Growth Allocation Fund Mutual Fund | Mutual Funds | — | — | $172K | 0.7% | |
| MFS Utilities Fund Mutual Fund | Mutual Funds | — | — | $149K | 0.6% | |
| maturing through December 2029 | Other securities | — | — | $106K | 0.4% | |
| Invesco Small Cap Equity Fund Mutual Fund | Mutual Funds | — | — | $104K | 0.4% | |
| MFS Total Return Fund Mutual Fund | Mutual Funds | — | — | $84K | 0.3% | |
| MFS Growth Allocation Fund Mutual Fund | Mutual Funds | — | — | $63K | 0.2% | |
| Cohen & Steers US Realty CIT CLA Common/Collective Trust | Common Collective Trusts | — | — | $52K | 0.2% | |
| Fidelity Advisor Energy Fund Mutual Fund | Mutual Funds | — | — | $49K | 0.2% | |
| COHEN AND STEERS U S REALTY CIT CLA COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 000 | Common Collective Trust | — | — | $46K | 0.2% | |
| Invesco Main Street Mid Cap Fund Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $38 | <0.1% | |
| INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-1142974 / PN 001 | 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.
| SECURITIES AMERICA INC |
| — |
| LA VISTA, NE |
| BROKER/ADVISER |
| $0 |
| — |
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER, KAPLAN, ARASE LLP | — | BURBANK, CA | OTHER | $14K | — |
