Sarah Roberts signed IKAV Energy Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IKAV Energy Inc.'s EIN is 84-4565981.
Download the official 2024 Form 5500 (PDF) for IKAV Energy Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IKAV Energy 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 INS. CO. OF AMER. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K Mutual Funds, 3,758.303519 shares @ $688.090000 | Common Collective Trusts | — | — | $2.6M | 17.0% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Funds, 117,239.237739 shares @ $11.620000 | Mutual Funds | — | — | $1.4M | 9.0% | |
| American Funds 2045 Trgt Date Retire R12 Mutual Funds, 58,045.069866 shares @ $21.200000 | Mutual Funds | — | — | $1.2M | 8.1% | |
| American Funds 2030 Trgt Date Retire R9 Mutual Funds, 50,177.788507 shares @ $17.290000 | Mutual Funds | — | — | $868K | 5.7% | |
| Ishares U.S. Aggregate Bond Index K Mutual Funds, 96,477.839946 shares @ $8.900000 | Other securities | — | — | $859K | 5.6% | |
| American Funds 2050 Trgt Date Retire R13 Mutual Funds, 37,976.488174 shares @ $20.900000 | Mutual Funds | — | — | $794K | 5.2% | |
| American Funds 2025 Trgt Date Retire R8 Mutual Funds, 51,698.788540 shares @ $15.190000 | Mutual Funds | — | — | $785K | 5.2% | |
| Ishares MSCI EAFE International Index K Mutual Funds, 50,044.486833 shares @ $15.270000 | Other securities | — | — | $764K | 5.0% | |
| American Funds 2040 Trgt Date Retire R11 Mutual Funds, 36,536.477890 shares @ $20.560000 | Mutual Funds | — | — | $751K | 4.9% | |
| American Funds 2035 Trgt Date Retire R10 Mutual Funds, 37,604.789811 shares @ $19.040000 | Mutual Funds | — | — | $716K | 4.7% | |
| Ishares Russell Mid-cap Index K Mutual Funds, 42,088.220552 shares @ $14.860000 | Other securities | — | — | $625K | 4.1% | |
| JPMorgan Emerging Markets Equity R6 Mutual Funds, 16,558.339137 shares @ $30.260000 | Other securities | — | — | $501K | 3.3% | |
| EI Fixed Account - Series Class VI Fixed Annuities | Other securities | — | — | $483K | 3.2% | |
| Participant Loans interest rates range from 5.25% to 10.5%, various maturities | Bonds / Notes | — | — | $364K | 2.4% | |
| Ishares Russell 2000 Small-cap Index K Mutual Funds, 14,566.069378 shares @ $24.490000 | Common Collective Trusts | — | — | $357K | 2.3% | |
| American Funds 2055 Trgt Date Retire R13 Mutual Funds, 13,166.092398 shares @ $26.430000 | Mutual Funds | — | — | $348K | 2.3% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $315K | 2.1% | |
| MFS Mid Cap Growth R6 Mutual Funds, 8,598.203406 shares @ $31.420000 | Mutual Funds | — | — | $270K | 1.8% | |
| Fidelity Inflation Protected Bond Index Mutual Funds, 26,399.674005 shares @ $8.890000 | Mutual Funds | — | — | $235K | 1.5% | |
| SMALL CAP VALUE FUND II GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $175K | 1.2% | |
| JPMorgan Equity Income R6 Mutual Funds, 7,218.464802 shares @ $23.940000 | Other securities | — | — | $173K | 1.1% | |
| MFS Research International R6 Mutual Funds, 7,219.327796 shares @ $22.220000 | Mutual Funds | — | — | $160K | 1.1% | |
| JPMorgan Income R6 Mutual Funds, 10,707.613976 shares @ $8.490000 | Other securities | — | — | $91K | 0.6% | |
| Federated Hermes Kaufmann Small Cp R6 Mutual Funds, 1,698.865061 shares @ $48.520000 | Other securities | — | — | $82K | 0.5% | |
| American Century Mid Cap Value R6 Mutual Funds, 4,677.049151 shares @ $15.540000 | Other securities | — | — | $73K | 0.5% | |
| PGIM Total Return Bond R6 Mutual Funds, 5,695.142157 shares @ $11.840000 | Other securities | — | — | $67K | 0.4% | |
| American Funds 2060 Trgt Date Retire R13 Mutual Funds, 2,785.851201 shares @ $17.930000 | Mutual Funds | — | — | $50K | 0.3% | |
| PGIM High-Yield R6 Mutual Funds, 9,537.773197 shares @ $4.770000 | Other securities | — | — | $45K | 0.3% | |
| American Funds 2065 Trgt Date Retire R13 Mutual Funds, 2,420.366140 shares @ $17.490000 | Mutual Funds | — | — | $42K | 0.3% | |
| American Funds 2020 Trgt Date Retire R7 Mutual Funds, 1,832.460635 shares @ $13.460000 | Mutual Funds | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| TULSA, OK |
| CONTRACT ADMIN |
| $0 |
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