Samantha Pelkowski signed IMG Academy Parent, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMG Academy Parent, LLC's EIN is 85-4072455.
Download the official 2024 Form 5500 (PDF) for IMG Academy Parent, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMG Academy Parent, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $114K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $12.0M | 14.7% | |
| LCG/JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $12.0M | 14.7% | |
| COLUMBIA DIVIDEND VALUE (ISP) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $10.5M | 13.0% | |
| MFS INTERNATIONAL VALUE EQTY (ISP) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $7.3M | 9.0% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $7.1M | 8.7% | |
| Invesco Oppenheimer International Growth Fund " | Mutual Funds | — | — | $7.0M | 8.7% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $5.5M | 6.8% | |
| Invesco Developing Markets Fund " | Mutual Funds | — | — | $5.4M | 6.7% | |
| SMALL CAP VALUE/INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $4.2M | 5.2% | |
| AMERICAN CENTURY MCV (ISP) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $4.2M | 5.2% | |
| Franklin Small Cap Growth Fund " | Mutual Funds | — | — | $3.5M | 4.3% | |
| AB Discovery Growth Fund Mutual fund | Other securities | — | — | $3.3M | 4.0% | |
| Dodge & Cox Balanced Fund " | Mutual Funds | — | — | $900K | 1.1% | |
| Empower Self Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $154K | 0.2% | |
| PGIM Global Real Estate Fund " | Other securities | — | — | $99K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $46K |
| — |
