Steven Thomas signed Assuredpartners Investment Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assuredpartners Investment Advisors, LLC's EIN is 85-0777552.
Download the official 2024 Form 5500 (PDF) for Assuredpartners Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assuredpartners Investment Advisors, LLC'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $34.1M | 96.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.0M | 5.5% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $418K | 1.2% | |
| FRANKLIN SMID CAP GR GG TR CIT FEE GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116867 / PN 530 | Common Collective Trust | — | — | $118K | 0.3% | |
| CLEARBRIDGE INTL GROWTH CIT CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $22K | <0.1% |
| ASSUREDPARTNERS CAPITAL INC DBA ASS | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $133K | — |
