Speech and Language Pathology Associates, Inc.'s EIN is 95-4482700.
Download the official 2024 Form 5500 (PDF) for Speech and Language Pathology Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Speech and Language Pathology Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Co., LLC PIMCO Total Return Instl | Mutual Funds | — | — | $737K | 16.7% | |
| Empower Trust Co., LLC T. Rowe Price Dividend Growth I | Common Stocks | — | — | $581K | 13.2% | |
| Empower Trust Co., LLC Goldman Sachs Mid Cap Value R6 | Common Stocks | — | — | $340K | 7.7% | |
| Empower Trust Co., LLC T. Rowe Price Blue Chip Growth I | Common Stocks | — | — | $323K | 7.3% | |
| Empower Trust Co., LLC Columbia Dividend Income Instl 3 | Common Stocks | — | — | $291K | 6.6% | |
| Empower Trust Co., LLC MFS International Diversification R6 | Mutual Funds | — | — | $271K | 6.1% | |
| Empower Trust Co., LLC American Funds New World R6 | Mutual Funds | — | — | $237K | 5.4% | |
| Empower Trust Co., LLC Nationwide International Index R6 | Common Stocks | — | — | $203K | 4.6% | |
| Empower Trust Co., LLC American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $178K | 4.0% | |
| Empower Trust Co., LLC Vanguard Growth Index Admiral | Mutual Funds | — | — | $177K | 4.0% | |
| Fully benefit-responsive investment contract - * Emp. Annuity Ins. Co. of America EI Fixed Account - Series Class I | Common Stocks | — | — | $157K | 3.6% | |
| Participant Loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $152K | 3.4% | |
| Empower Trust Co., LLC American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $126K | 2.8% | |
| Empower Trust Co., LLC Harbor Small Cap Value Retirement | Common Stocks | — | — | $114K | 2.6% | |
| Empower Trust Co., LLC American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $97K | 2.2% | |
| Empower Trust Co., LLC Vanguard Value Index Admiral | Mutual Funds | — | — | $90K | 2.0% | |
| Investments - * Empower Trust Co., LLC Alger Small Cap Focus Y ** $ | Common Stocks | — | — | $81K | 1.8% | |
| Empower Trust Co., LLC Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $63K | 1.4% | |
| Empower Trust Co., LLC American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $47K | 1.1% | |
| Empower Trust Co., LLC Janus Henderson Balanced N | Mutual Funds | — | — | $41K | 0.9% | |
| Empower Trust Co., LLC American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $38K | 0.9% | |
| Empower Trust Co., LLC Principal Real Estate Securities Inst | Common Stocks | — | — | $23K | 0.5% | |
| Empower Trust Co., LLC Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $14K | 0.3% | |
| Empower Trust Co., LLC American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $14K | 0.3% | |
| Empower Trust Co., LLC Vanguard Dividend Apprec Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Empower Trust Co., LLC American Funds 2020 Target Date Retirement ** 14 * Empower Trust Co., LLC American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $6K | 0.1% | |
| Empower Trust Co., LLC Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R-TECH CONSULTANTS INC | — | WOODLAND HILLS, CA | CONTRACT ADMIN | $3K | — |
