Marybeth SOSA signed Murcor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Murcor, Inc.'s EIN is 95-4072376.
Download the official 2024 Form 5500 (PDF) for Murcor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Murcor, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $3.8M | 11.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.9M | 8.9% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $2.8M | 8.7% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.7% | |
| Fidelity Select Technology Mutual fund | Mutual Funds | — | — | $2.4M | 7.5% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.3M | 7.1% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.9% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.5% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| Vanguard Interm-Term Bond Index Admiral Mutual fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| Vanguard Small Cap Index Adm Mutual fund | Mutual Funds | — | — | $942K | 2.9% | |
| Vanguard FTSE All-Wld Ex-Us Inx Admiral Mutual fund | Mutual Funds | — | — | $901K | 2.8% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund | Common Collective Trusts | — | — | $853K | 2.6% | |
| American Funds Europacific Gr R6 Mutual fund | Mutual Funds | — | — | $726K | 2.2% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $711K | 2.2% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $711K | 2.2% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $609K | 1.9% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $557K | 1.7% | |
| Notes receivable from participants various maturities through July 2036 - | Other securities | — | — | $518K | 1.6% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | Other securities | — | — | $482K | 1.5% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $316K | 1.0% | |
| Putnam Small Cap Growth R6 Mutual fund | Mutual Funds | — | — | $290K | 0.9% | |
| DFA Us Targeted Value I Mutual fund | Mutual Funds | — | — | $274K | 0.8% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund | Mutual Funds | — | — | $219K | 0.7% | |
| Fidelity Total Bond K6 Mutual fund | Mutual Funds | — | — | $211K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $160K | 0.5% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $74K | 0.2% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $70K | 0.2% | |
| T ROWE PRICE RETIREMENT 2010 TR E T. ROWE PRICE · EIN 32-6199795 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE · EIN 47-1088316 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE · EIN 37-6495447 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE · EIN 36-7595013 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE · EIN 35-6941729 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLEARBRIDGE SM CAP GROWTH CIT C1 R2 GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE · EIN 35-6941728 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR E T. ROWE PRICE · EIN 35-6941654 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE · EIN 32-6199848 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE · EIN 36-7594871 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE · EIN 30-6303214 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE · EIN 38-7010946 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $25K |
| — |