Craig Sellers signed Intermountain Farmers Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intermountain Farmers Association's EIN is 87-0188560.
Download the official 2024 Form 5500 (PDF) for Intermountain Farmers Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermountain Farmers Association'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 | $20K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUCO SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Alger Capital Appreciation Instl I | Other securities | — | — | $6.7M | 16.8% | |
| Columbia Funds Columbia Dividend Opportunity A | Other securities | — | — | $4.2M | 10.5% | |
| Empower T Rowe Price Midcap Gr Fund | Mutual Funds | — | — | $3.8M | 9.5% | |
| MFS Global Equity R3 | Mutual Funds | — | — | $2.7M | 6.8% | |
| Artisan International Value Investor | Other securities | — | — | $2.5M | 6.4% | |
| Invesco Discovery A | Mutual Funds | — | — | $2.3M | 5.8% | |
| Victory Core Victory Core Plus Intermediate Bond CL A | Common Stocks | — | — | $2.2M | 5.6% | |
| T. Rowe Price T. Rowe Price Growth Stock Adv | Other securities | — | — | $2.1M | 5.2% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $2.0M | 4.9% | |
| Lord Abbett Lord Abbett Value Opportunities A | Mutual Funds | — | — | $1.9M | 4.8% | |
| PIMCO Funds PIMCO Real Estate Return Strategy I | Mutual Funds | — | — | $1.8M | 4.5% | |
| Empower Conservative Profile Fund Inv | Other securities | — | — | $1.2M | 3.1% | |
| Macquarie High Income Y | Other securities | — | — | $1.0M | 2.6% | |
| between 2025 and 2030 -0- | Other securities | — | — | $711K | 1.8% | |
| PIMCO Funds PIMCO Income A | Mutual Funds | — | — | $555K | 1.4% | |
| Empower Lifetime 2035 Fund Inv | Other securities | — | — | $513K | 1.3% | |
| Putnam Large Cap Value A | Mutual Funds | — | — | $509K | 1.3% | |
| DFA Funds DFA US Small Cap Value I | Mutual Funds | — | — | $408K | 1.0% | |
| Oakmark Funds Oakmark International Investor | Other securities | — | — | $351K | 0.9% | |
| MFS Value A | Mutual Funds | — | — | $319K | 0.8% | |
| Empower Mod Aggr Profile II Fund Inv | Other securities | — | — | $307K | 0.8% | |
| Janus Henderson Janus Henderson Global Tech Innovation N | Mutual Funds | — | — | $255K | 0.6% | |
| Invesco Equity And Income A | Mutual Funds | — | — | $235K | 0.6% | |
| Empower Lifetime 2045 Fund Inv | Other securities | — | — | $192K | 0.5% | |
| Empower Lifetime 2055 Fund I T | Other securities | — | — | $161K | 0.4% | |
| Wells Fargo Funds American Funds Inflation Linked BD R6 | Mutual Funds | — | — | $160K | 0.4% | |
| Fidelity Investments Fidelity Select Energy Portfolio | Mutual Funds | — | — | $138K | 0.3% | |
| Empower Empwer Mod Cons Profile Fund Inv | Other securities | — | — | $129K | 0.3% | |
| Empower Lifetime 2025 Fund Inv | Other securities | — | — | $112K | 0.3% | |
| American Century Investments American Century Global Real Estate R6 | Other securities | — | — | $111K | 0.3% | |
| Empower S&P Smallcap 600 Index Fund Inv | Common Collective Trusts | — | — | $86K | 0.2% | |
| BNY Mellon Worldwide Growth A | Other securities | — | — | $66K | 0.2% | |
| American Century Investments American Century Mid Cap Value A | Other securities | — | — | $57K | 0.1% | |
| Allspring Precious Metals Administrator | Other securities | — | — | $6K | <0.1% | |
| PIMCO Funds PIMCO Int Bond (USD-HEDGED) A | U.S. Treasuries | — | — | $5K | <0.1% | |
| JPMorgan Trust JPMorgan Equity Income A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEWARK, NJ |
| BROKER/ADVISER |
| $0 |
| — |
| LPL ENTERPRISE LLC | — | WILMINGTON, DE | BROKER/ADVISER | $0 | — |
