Tony Harris signed Bluegrass Natural Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluegrass Natural Resources, LLC's EIN is 88-1711423.
Download the official 2024 Form 5500 (PDF) for Bluegrass Natural Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluegrass Natural Resources, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $1.7M | 26.7% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $1.2M | 17.8% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $993K | 15.3% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $732K | 11.3% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | Bonds / Notes | — | — | $563K | 8.7% | |
| Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $200K | 3.1% | |
| Empower Annuity Insurance * Company of America Fixed Account - Series Class I # | Common Stocks | — | — | $147K | 2.3% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $121K | 1.9% | |
| Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $105K | 1.6% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $67K | 1.0% | |
| Invesco MSCI World Series Index Fund R6 # | Common Collective Trusts | — | — | $65K | 1.0% | |
| American Funds Bond Fund of America R6 # | Mutual Funds | — | — | $59K | 0.9% | |
| MFS International Growth Fund R6 # | Mutual Funds | — | — | $58K | 0.9% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $49K | 0.8% | |
| JPMorgan Large Cap Value Fund R6 # | Other securities | — | — | $49K | 0.7% | |
| American Funds New Perspective Fund R6 # | Mutual Funds | — | — | $48K | 0.7% | |
| Fidelity Advisor Growth Opportunities Fund Z # | Mutual Funds | — | — | $46K | 0.7% | |
| DFA International Value I # | Mutual Funds | — | — | $43K | 0.7% | |
| BlackRock Emerging Markets Fund K # | Other securities | — | — | $40K | 0.6% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $32K | 0.5% | |
| PGIM Global Total Return Fund R6 # | Other securities | — | — | $31K | 0.5% | |
| BlackRock Advantage Small Cap Core Fund K # | Other securities | — | — | $29K | 0.4% | |
| PGIM High-Yield Fund R6 # | Other securities | — | — | $24K | 0.4% | |
| Fidelity Total Market Index Fund # | Common Collective Trusts | — | — | $24K | 0.4% | |
| American Funds Mortgage Fund R6 # | Mutual Funds | — | — | $24K | 0.4% | |
| Fidelity Advisor International Small Cap Fund Z # 497 Fidelity Growth Strategies K6 # | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds Inflation Linked Bond Fund R6 # | Mutual Funds | — | — | $10K | 0.1% | |
| MY RETIREMENT PATH CONSERV 2045 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $8K | 0.1% | |
| Fidelity Advisor Balanced Z # | Mutual Funds | — | — | $7K | 0.1% | |
| ClearBridge Small Cap Growth Fund IS # | Other securities | — | — | $7K | 0.1% | |
| Fidelity Advisor Floating Rate High Income Fund Z # | Mutual Funds | — | — | $7K | 0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | 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.
| — |
| NORCROSS, GA |
| INVESTMENT ADVISOR |
| $33K |
| — |
