Larry Shoemaker signed Place Holder, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Place Holder, LLC's EIN is 88-3220254.
Download the official 2024 Form 5500 (PDF) for Place Holder, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Place Holder, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| ALERUS FINANCIAL NA | — | GRAND FORKS, ND | CONTRACT ADMIN | -$7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES 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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 001 | Common Collective Trust | — | — | $1.7M | 31.6% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 001 | Common Collective Trust | — | — | $803K | 15.2% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 001 | Common Collective Trust | — | — | $743K | 14.0% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 001 | Common Collective Trust | — | — | $408K | 7.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $328K | 6.2% | |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 001 | Common Collective Trust | — | — | $286K | 5.4% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 001 | Common Collective Trust | — | — | $245K | 4.6% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 001 | Common Collective Trust | — | — | $222K | 4.2% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $131K | 2.5% | |
| MYWAYRETIREMENT INDEX 2030 R GREAT GRAY · EIN 38-4065294 / PN 001 | Common Collective Trust | — | — | $111K | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $107K | 2.0% | |
| Group Annuity Contract Empower Annuity Insurance Company of EI Fixed Account Series Class I | Common Stocks | — | — | $88K | 1.7% | |
| MYWAYRETIREMENT INTL VALUE FUND CL GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $57K | 1.1% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $45K | 0.9% | |
| BLACKROCK U.S. TIPS INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $20K | 0.4% | |
| America * Notes receivable from participants Participant loans secured by the balances in the | Participant loans | — | — | $18K | 0.3% | |
| MYWAYRETIREMENT MID CAP VALUE FUND GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT INT GROWTH R GREAT GRAY · EIN 38-4139868 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISIOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, PC | — | KNOXVILLE, TN | AUDITOR | $3K | — |