Valerie Medema signed Allen Edwin Residential Builder, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Edwin Residential Builder, LLC's EIN is 87-3517408.
Download the official 2024 Form 5500 (PDF) for Allen Edwin Residential Builder, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Edwin Residential Builder, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $3.5M | 19.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.1M | 17.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.0M | 11.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.2M | 6.7% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.5% | |
| Empower Annuity Insurance Company of America Guaranteed investment contract - Empower Fixed Account - Series Class III | Stable Value | — | — | $1.1M | 6.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $907K | 5.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $544K | 3.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $541K | 3.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $508K | 2.9% | |
| Fidelity International Index | Mutual Funds | — | — | $431K | 2.4% | |
| Fidelity Growth Strategies K6 | Mutual Funds | — | — | $424K | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $402K | 2.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $267K | 1.5% | |
| Various Empower SDB | Other securities | — | — | $254K | 1.4% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $238K | 1.3% | |
| DFA International Small Company I | Mutual Funds | — | — | $230K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $218K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $217K | 1.2% | |
| Empower Trust Company, LLC American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $118K | 0.7% | |
| Empower SDB Roth | Other securities | — | — | $115K | 0.7% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $114K | 0.6% | |
| PIMCO Real Estate Real Return Strategy I | Mutual Funds | — | — | $74K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $36K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $31K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $21K | 0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $8K | <0.1% | |
| PIMCO Real Estate Instl | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Advisor International Value Z | Mutual Funds | — | — | $4K | <0.1% | |
| Hartford Core Equity R6 | Other securities | — | — | $3K | <0.1% | |
| PGIM High-Yield R6 | Other securities | — | — | $1K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $39K | — |
