Norcal Rental Group LLC's EIN is 94-3263537.
Download the official 2024 Form 5500 (PDF) for Norcal Rental Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norcal Rental Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $33K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $19K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.7M | 21.2% | |
| Guaranteed portfolio fund Guaranteed interest contract | Other securities | — | — | $2.7M | 12.2% | |
| Empower S&P 500 Index Institutional Fund Mutual fund | Common Collective Trusts | — | — | $2.7M | 12.1% | |
| T. Rowe Price Global Stock I Fund Mutual fund | Other securities | — | — | $2.5M | 11.0% | |
| Empower US Government Securities Institutional Fund Mutual fund | Other securities | — | — | $1.3M | 5.9% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $950K | 4.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $918K | 4.1% | |
| Empower International Index Institutional Fund Mutual fund | Other securities | — | — | $817K | 3.7% | |
| MFS International Intrinsic Value R6 Fund Mutual fund | Mutual Funds | — | — | $751K | 3.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $726K | 3.3% | |
| Empower S&P 500 Small Cap 600 Index Institutional Fund Mutual fund | Common Collective Trusts | — | — | $577K | 2.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $506K | 2.3% | |
| MFS Mid Cap Value R6 Fund Mutual fund | Mutual Funds | — | — | $499K | 2.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $350K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $318K | 1.4% | |
| Notes receivable from participants Loans (3.25% - 8.50%) | Bonds / Notes | — | — | $304K | 1.4% | |
| Empower S&P Mid Cap 400 Index Institutional Fund Mutual fund | Other securities | — | — | $301K | 1.4% | |
| Empower Real Estate Index Institutional Fund Mutual fund | Other securities | — | — | $217K | 1.0% | |
| T. Rowe Price Integrated US Small Growth Equity I Fund Mutual fund | Other securities | — | — | $193K | 0.9% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $173K | 0.8% | |
| Goldman Sachs Small Cap Value Insights Fund Mutual fund | Other securities | — | — | $89K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $83K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $61K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $47K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $33K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | 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.
| KESTRA INVESTMENT SERVICES |
| — |
| AUSTIN, TX |
| BROKER / ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA RETIREMENT PLANS, INC. | — | WALNUT CREEK, CA | TPA | $6K | — |
