GENA Debartolo signed Socius Insurance Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Socius Insurance Services' EIN is 94-3399986.
Download the official 2023 Form 5500 (PDF) for Socius Insurance Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Socius Insurance Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $20K |
| — |
