TARA Lawrence signed SRG Operating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SRG Operating, Inc.'s EIN is 91-2160583.
Download the official 2024 Form 5500 (PDF) for SRG Operating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SRG Operating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $28K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ACCELERATE INVESTMENT ADVISORS LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE FIDUCIARY SERVICES | — | FORT SMITH, AR | OTHER | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AF 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $5.7M | 14.2% | |
| GREAT GRAY TRUST AF 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $4.8M | 11.9% | |
| GREAT GRAY TRUST AF 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $4.2M | 10.4% | |
| GREAT GRAY TRUST AF 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $3.9M | 9.8% | |
| GREAT GRAY TRUST AF 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.6M | 8.9% | |
| GREAT GRAY TRUST AF 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.7M | 6.8% | |
| GREAT GRAY TRUST AF 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $2.7M | 6.8% | |
| GREAT GRAY TRUST AF 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 5.6% | |
| GREAT GRAY TRUST AF 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| GREAT GRAY TRUST AF 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| STABLE VALUE FUND FEE CLASS II GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| Stable Value Fund | Stable Value | — | — | $985K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $502K | 1.3% | |
| Wells Fargo | Other securities | — | — | $464K | 1.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $376K | 0.9% | |
| Value Line | Other securities | — | — | $352K | 0.9% | |
| GREAT GRAY TRUST AF 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $351K | 0.9% | |
| Capital Group | Common Stocks | — | — | $325K | 0.8% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INS CO. OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $325K | 0.8% | |
| American Funds | Mutual Funds | — | — | $275K | 0.7% | |
| GREAT GRAY TRUST AF 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $249K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $215K | 0.5% | |
| American Funds | Mutual Funds | — | — | $208K | 0.5% | |
| American Funds | Mutual Funds | — | — | $186K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $172K | 0.4% | |
| American Funds | Mutual Funds | — | — | $112K | 0.3% | |
| Cohen & Steers | Other securities | — | — | $75K | 0.2% | |
| American Funds | Mutual Funds | — | — | $75K | 0.2% | |
| Participant Loans | Participant loans | — | — | $71K | 0.2% | |
| JP Morgan | Other securities | — | — | $62K | 0.2% | |
| Pimco | Mutual Funds | — | — | $58K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $42K | 0.1% | |
| Colombia | Other securities | — | — | $22K | <0.1% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $22K | <0.1% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| MID CAP GROWTH II GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
