Zorel Zambrano signed MK Level Playing Field Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MK Level Playing Field Institute's EIN is 91-2088635.
Download the official 2024 Form 5500 (PDF) for MK Level Playing Field Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MK Level Playing Field Institute'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 | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $986 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2050 I " | Other securities | — | — | $401K | 20.7% | |
| T. Rowe Price Retirement I 2035 I " | Other securities | — | — | $231K | 11.9% | |
| T. Rowe Price Retirement I 2055 I " | Other securities | — | — | $187K | 9.6% | |
| T. Rowe Price Retirement I 2045 I " | Other securities | — | — | $186K | 9.6% | |
| Vanguard 500 Index Admiral " | Common Collective Trusts | — | — | $171K | 8.8% | |
| Vanguard Total Intl Stock Index Admiral " | Mutual Funds | — | — | $153K | 7.9% | |
| T. Rowe Price Retirement I 2040 I " | Other securities | — | — | $127K | 6.5% | |
| Vanguard Mid Cap Index Fund- Admiral " | Common Collective Trusts | — | — | $106K | 5.5% | |
| Vanguard Small Cap Index Admiral " | Mutual Funds | — | — | $93K | 4.8% | |
| T. Rowe Price Retirement I 2060 I " | Other securities | — | — | $66K | 3.4% | |
| T. Rowe Price Retirement I 2030 I " | Other securities | — | — | $37K | 1.9% | |
| Vanguard Total Bond Market Index Admiral " | Mutual Funds | — | — | $36K | 1.9% | |
| Calvert US Large Cap Core Rspnb Idx R6 " | Common Collective Trusts | — | — | $34K | 1.8% | |
| Vanguard Real Estate Index Admiral " | Mutual Funds | — | — | $32K | 1.6% | |
| Blackrock Equity Dividend K " ** 399 Calvert International Responsible Idx R6 " | Common Collective Trusts | — | — | $25K | 1.3% | |
| American Funds US Government Money Market R6 Mutual fund | Mutual Funds | — | — | $15K | 0.8% | |
| JPMorgan Large Cap Growth R6 " ** 314 MFS International Diversification R6 " | Mutual Funds | — | — | $12K | 0.6% | |
| PIMCO Total Return Instl " | Mutual Funds | — | — | $4K | 0.2% | |
| DFA US Small Cap Value I " | Mutual Funds | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN FRANCISCO, CA |
| INVESTMENT ADVISOR |
| $10K |
| — |
