Danielle Bearden signed P1 Service, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P1 Service, LLC's EIN is 85-3173634.
Download the official 2024 Form 5500 (PDF) for P1 Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P1 Service, 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 | $7K | — |
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | RECORDKEEPER | $0 | — |
| 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 common collective trust] | Other | — | — | $7.0M | 88.2% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $1.5M | 18.6% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.0M | 12.9% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $793K | 10.0% | |
| BLACKROCK US DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $596K | 7.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $337K | 4.3% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $289K | 3.7% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $251K | 3.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $197K | 2.5% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $196K | 2.5% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $194K | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $110K | 1.4% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $95K | 1.2% | |
| MY RETIREMENT PATH AGGR RET R GREAT GRAY · EIN 38-4097341 / PN 489 | Common Collective Trust | — | — | $88K | 1.1% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $76K | 1.0% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $66K | 0.8% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $43K | 0.5% | |
| SMALL CAP VALUE FUND II FEE CLASS 1 GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $15K | 0.2% | |
| MY RETIREMENT PATH MODERATE RETIRE GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $15K | 0.2% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2025 R GREAT GRAY · EIN 38-4097342 / PN 490 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| SPRINGFIELD, MA |
| INVESTMENT ADVISORY |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP NATIONAL LLC DBA ERP RETIREMENT | — | LEES SUMMIT, MO | CONTRACT ADMIN | $4K | — |
