Laura Trimpe signed Management FC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Management FC, LLC's EIN is 85-2697010.
Download the official 2024 Form 5500 (PDF) for Management FC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management FC, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INSRUANCE COMPANY | — | GREENWOOD, CO | RECORD KEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CO | INVESTMENT MGMT | $997 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT K TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $2.0M | 90.3% | |
| American Funds American Funds Growth Fund Of Amer R3 | Mutual Funds | — | — | $618K | 28.3% | |
| Franklin Templeton Franklin Growth Allocation A | Mutual Funds | — | — | $249K | 11.4% | |
| Contracts * Empower General Account | Insurance Contracts | — | — | $213K | 9.7% | |
| Invesco Main Street Mid Cap A | Mutual Funds | — | — | $191K | 8.7% | |
| Investments Held in Pooled Separate Accounts * Invesco Global A | Pooled Separate Accounts | — | — | $184K | 8.4% | |
| Hartford Funds Hartford Capital Appreciation Hls Ib | Other securities | — | — | $180K | 8.3% | |
| Allspring Special Small Cap Value A | Other securities | — | — | $130K | 6.0% | |
| Pimco Total Return A | Mutual Funds | — | — | $114K | 5.2% | |
| Blackrock Advantage Large Cap Gr Inv A | Other securities | — | — | $111K | 5.1% | |
| American Funds American Funds Europacific Growth R3 | Mutual Funds | — | — | $105K | 4.8% | |
| Hotchkis & Wiley Hotchkis & Wiley Large Cap Value A | Other securities | — | — | $50K | 2.3% | |
| Pimco Real Return A | Mutual Funds | — | — | $15K | 0.7% | |
| Franklin Templeton Franklin Moderate Allocation A | Mutual Funds | — | — | $12K | 0.6% | |
| Franklin Templeton Franklin Conservative Allocation A | Mutual Funds | — | — | $10K | 0.5% | |
| HARTFORD ADVANTAGE TK TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CINCINNATI, OH |
| CONTRACT ADMIN |
| $6K |
| — |
