Leslie Dippel signed Emprise Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emprise Group, Inc.'s EIN is 85-2687843.
Download the official 2024 Form 5500 (PDF) for Emprise Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emprise Group, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $24K | — |
| WELLTH ADVISORY SERVICES 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 70,339 shares | Common Collective Trusts | — | $70K | $14.4M | 16.8% | |
| AB Large Cap Growth 80,470 shares | Other securities | — | $80K | $8.8M | 10.3% | |
| American Century One Choice 2030 I 631,514 shares | Other securities | — | $632K | $7.8M | 9.1% | |
| Putnam Large Cap Value Fund R6 200,309 shares | Mutual Funds | — | $200K | $6.9M | 8.1% | |
| American Century One Choice 2035 I 375,483 shares | Other securities | — | $375K | $6.0M | 7.0% | |
| American Century One Choice 2025 I 372,648 shares | Other securities | — | $373K | $5.1M | 6.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $5.3M | $5.0M | 5.8% | |
| American Century One Choice 2045 I 279,480 shares | Other securities | — | $279K | $4.9M | 5.7% | |
| American Century One Choice 2040 I 351,804 shares | Other securities | — | $352K | $4.7M | 5.5% | |
| Carillon Eagle Mid Cap Growth R6 57,398 shares | Other securities | — | $57K | $4.5M | 5.2% | |
| American Century One Choice in Retirement I 226,949 shares | Other securities | — | $227K | $2.8M | 3.3% | |
| American Century One Choice 2050 I 189,052 shares | Other securities | — | $189K | $2.8M | 3.2% | |
| American Century One Choice 2060 I 133,478 shares | Other securities | — | $133K | $2.1M | 2.4% | |
| T. Rowe Price Small Cap Stock 34,071 shares | Other securities | — | $34K | $1.9M | 2.2% | |
| American Century One Choice 2055 I 112,183 shares | Other securities | — | $112K | $1.9M | 2.2% | |
| Notes Receivable from Participants, Various Maturity | Other securities | — | — | $1.5M | 1.7% | |
| Allspring Special Mid Cap Value Fund R6 21,269 shares | Other securities | — | $21K | $1.0M | 1.2% | |
| Allspring Core Plus Bond R6 70,446 shares | Other securities | — | $70K | $781K | 0.9% | |
| Principal Small Cap Value Fund II 20,617 shares | Other securities | — | $21K | $237K | 0.3% | |
| Fidelity Extended Market Index Fund 948 shares | Common Collective Trusts | — | — | $86K | 0.1% | |
| Fidelity Total International Index Fund 3,493 shares | Common Collective Trusts | — | $3K | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD | 44-0160260 | — | ACCOUNTANT/AUDITOR | $13K | — |
