JON Gezotis signed Exegy Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exegy Incorporated's EIN is 86-1056004.
Download the official 2024 Form 5500 (PDF) for Exegy Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exegy Incorporated'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 | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $3.1M | 15.9% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $2.8M | 14.5% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $1.9M | 9.9% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $1.9M | 9.6% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $1.3M | 6.9% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $970K | 5.0% | |
| Various Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $889K | 4.6% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $626K | 3.2% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $469K | 2.4% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $403K | 2.1% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $399K | 2.1% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $399K | 2.1% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $377K | 2.0% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $320K | 1.7% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $317K | 1.6% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $229K | 1.2% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $32K | 0.2% | |
| BlackRock Multi-Asset Income Portfolio | Other securities | — | — | $29K | 0.2% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3K | <0.1% | |
| Participants Participant Loans Interest Rates - 4.25% - | Bonds / Notes | — | — | $2K | <0.1% | |
| STATE STREET TARGET RETIREMENT SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST CASH SERIES TREASURY CL M STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $63K |
| — |
