Plan Sponsor signed Native Seed, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Native Seed, LP's EIN is 86-2096378.
Download the official 2024 Form 5500 (PDF) for Native Seed, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Native Seed, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $19K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $25 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 US BOND INDEX 10 Shares | Mutual Funds | — | — | $1.6M | 14.6% | |
| EMPOWER SDB Shares | Other securities | — | — | $1.2M | 10.5% | |
| Interest Identity of Issue Description of Investment Value FIDELITY 500 INDEX 204 Shares | Common Collective Trusts | — | — | $1.1M | 9.7% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $1.1M | 9.5% | |
| FIDELITY MID CAP INDEX 34 Shares | Mutual Funds | — | — | $722K | 6.4% | |
| FIDELITY INFLATION PROTECTED BOND INDEX 9 Shares | Mutual Funds | — | — | $691K | 6.1% | |
| FIDELITY INTERNATIONAL INDEX 48 Shares | Mutual Funds | — | — | $626K | 5.6% | |
| FIDELITY MID CAP GROWTH INDEX 33 Shares | Mutual Funds | — | — | $610K | 5.4% | |
| FIDELITY LARGE CAP VALUE INDEX 18 Shares | Mutual Funds | — | — | $543K | 4.8% | |
| FIDELITY MID CAP VALUE INDEX 27 Shares | Mutual Funds | — | — | $461K | 4.1% | |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX 9 Shares | U.S. Treasuries | — | — | $396K | 3.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I Shares | Other securities | — | — | $356K | 3.2% | |
| FIDELITY EMERGING MARKETS INDEX 10 Shares | Mutual Funds | — | — | $353K | 3.1% | |
| FIDELITY ADVISOR CAPITAL & INCOME Z 11 Shares | Mutual Funds | — | — | $320K | 2.8% | |
| FIDELITY SMALL CAP VALUE INDEX 26 Shares | Mutual Funds | — | — | $319K | 2.8% | |
| FIDELITY REAL ESTATE INDEX 16 Shares | Mutual Funds | — | — | $269K | 2.4% | |
| FIDELITY SMALL CAP GROWTH INDEX 28 Shares | Mutual Funds | — | — | $233K | 2.1% | |
| FIDELITY SMALL CAP INDEX 28 Shares | Mutual Funds | — | — | $230K | 2.0% | |
| Participant loans Maturing from 2025 to 2029. Interest rates ranging from 4.25% to 9.50%, as of December 31, 2024. | Bonds / Notes | — | — | $140K | 1.2% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | 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.
| — |
| GREENWOOD VILLAGE, CO |
| NONE |
| $10 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON CAPITAL MANAGEMENT INC | — | SALT LAKE CITY, UT | INVESTMENT ADVISOR | $20K | — |
