Tracy Williams signed Monrovia Nursery Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monrovia Nursery Company's EIN is 95-1550929.
Download the official 2024 Form 5500 (PDF) for Monrovia Nursery Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monrovia Nursery Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $39.1M | 86.9% | |
| [Assets held in participant loans] | Other | — | — | $196K | 0.4% |
| MILLER, KAPLAN, ARASE LLP |
| — |
| BURBANK, CA |
| AUDITOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | OTHER | $40K | — |
| FRPF LLP | — | LOS ANGELES, CA | OTHER | $1K | — |
