TARA Lawrence signed Drake Office Overload, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Drake Office Overload, Inc.'s EIN is 95-4555406.
Download the official 2024 Form 5500 (PDF) for Drake Office Overload, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Drake Office Overload, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | — | DENVER, CO | INVESTMENT ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 1 Empower Trust Company, LLC Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 26.7% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $626K | 12.4% | |
| INDEXSELECT MODERATE 2035 FUND CL GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $502K | 9.9% | |
| 2 Empower Trust Company, LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $382K | 7.6% | |
| 9 Empower Trust Company, LLC Vanguard Total International Stock Index | Mutual Funds | — | — | $344K | 6.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4483436 / PN 309 | Common Collective Trust | — | — | $329K | 6.5% | |
| 6 Empower Trust Company, LLC MFS Growth | Mutual Funds | — | — | $326K | 6.4% | |
| 18 *Empower Annuity Insurance Co. of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $311K | 6.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $243K | 4.8% | |
| 8 Empower Trust Company, LLC Nuveen Small Cap Blend Index | Mutual Funds | — | — | $239K | 4.7% | |
| 5 Empower Trust Company, LLC iShares US Aggregate Bond Index | Common Stocks | — | — | $126K | 2.5% | |
| 7 Empower Trust Company, LLC MFS Value | Mutual Funds | — | — | $68K | 1.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $49K | 1.0% | |
| 4 *Empower Trust Company, LLC Empower US Government Securities Fund | Common Stocks | — | — | $42K | 0.8% | |
| 3 *Empower Trust Company, LLC Empower Multi-Sector Bond | Common Stocks | — | — | $38K | 0.8% | |
| Notes Receivable from Participants Maturing at various times through 2038. -0- | Other securities | — | — | $29K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND C GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $27K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $12K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $10K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
