Jason Rogers signed ARM Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARM Group LLC's EIN is 84-3909305.
Download the official 2024 Form 5500 (PDF) for ARM Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARM Group 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 ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TR AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.6M | 11.3% | |
| GREAT GRAY TR AMERICAN FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.8M | 8.9% | |
| GREAT GRAY TR AMERICAN FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.3M | 7.3% | |
| Vanguard 500 Index Adm Mutual Funds | Common Collective Trusts | — | — | $2.3M | 7.2% | |
| GREAT GRAY TR AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.9M | 5.9% | |
| GREAT GRAY TR AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.6M | 5.2% | |
| GREAT GRAY TR AMERICAN FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $1.6M | 5.1% | |
| GREAT GRAY TR AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| GREAT GRAY TR AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| JP Morgan Growth Advantage Mutual Funds | Other securities | — | — | $1.3M | 4.1% | |
| Vanguard Growth Index Adm Mutual Funds | Mutual Funds | — | — | $1.1M | 3.5% | |
| Blackrock 80/20 Target Allocation Mutual Funds | Other securities | — | — | $1.0M | 3.1% | |
| GREAT GRAY TR AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $853K | 2.7% | |
| GREAT GRAY TR AMERICAN FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $672K | 2.1% | |
| Blackrock Health Sciences Mutual Funds | Other securities | — | — | $654K | 2.1% | |
| Victory RS Global R6 Mutual Funds | Other securities | — | — | $625K | 2.0% | |
| Vanguard Growth & Income Adm Mutual Funds | Mutual Funds | — | — | $617K | 1.9% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $581K | 1.8% | |
| GREAT GRAY TR AMERICAN FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $563K | 1.8% | |
| Vanguard International Growth Adm Mutual Funds | Mutual Funds | — | — | $494K | 1.6% | |
| Vanguard Mid-Cap growth Index Adm Mutual Funds | Mutual Funds | — | — | $419K | 1.3% | |
| Columbia Dividend Income Mutual Funds | Other securities | — | — | $347K | 1.1% | |
| Fidelity Balanced K Mutual Funds | Mutual Funds | — | — | $320K | 1.0% | |
| Vanguard Short Term Investment Grade Adm Mutual Funds | Mutual Funds | — | — | $314K | 1.0% | |
| Fidelity Mid-Cap Stock Mutual Funds | Mutual Funds | — | — | $298K | 0.9% | |
| Allspring Special Mid Cap Value Mutual Funds | Other securities | — | — | $295K | 0.9% | |
| T. Rowe Price Diversified Mid-Cap Growth Mutual Funds | Other securities | — | — | $287K | 0.9% | |
| Jhancock Bond Mutual Funds | Other securities | — | — | $271K | 0.9% | |
| Fidelity Small Cap Growth Index Mutual Funds | Mutual Funds | — | — | $247K | 0.8% | |
| Allspring Real Return Mutual Funds | Other securities | — | — | $230K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | Mutual Funds | — | — | $150K | 0.5% | |
| Fidelity Advisor Energy Z Mutual Funds | Mutual Funds | — | — | $137K | 0.4% | |
| Vanguard Real Estate Index Admiral Mutual Funds | Mutual Funds | — | — | $122K | 0.4% | |
| AMER Funds Conservative G/I Portfolio Mutual Funds | Other securities | — | — | $105K | 0.3% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $102K | 0.3% | |
| JP Morgan Mortgage-Backed Securities Mutual Funds | Other securities | — | — | $88K | 0.3% | |
| Notes receivable from participants Bearing interest at 3.25%-10.5% - | Bonds / Notes | — | — | $66K | 0.2% | |
| Fidelity Advisor Stock Selector Mutual Funds | Mutual Funds | — | — | $54K | 0.2% | |
| Invesco Discovery Mutual Funds | Mutual Funds | — | — | $51K | 0.2% | |
| Empower Conservative Profile Mutual Funds | Other securities | — | — | $49K | 0.2% | |
| Northern Mid-Cap Index Mutual Funds | Other securities | — | — | $42K | 0.1% | |
| Invesco Gold & special Minerals Mutual Funds | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES |
| — |
| ST. PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS INC | — | HARRISBURG, PA | CONTRACT ADMIN | $30K | — |
