Caris MPI Inc.'s EIN is 88-6412718.
Download the official 2023 Form 5500 (PDF) for Caris MPI Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Caris MPI Inc.'s plan includes a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER A.I.C.A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $647 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $92 | — |
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK RUSSEL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | $913 | 60.4% |
| BLACKROCK RUSSEL 2000 GROWTH IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | $598 | 39.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $24 | — |
