Gregory Fisher signed Vodafone US Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vodafone US Inc.'s EIN is 98-0510742.
Download the official 2024 Form 5500 (PDF) for Vodafone US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vodafone US Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $175 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $30 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $294 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270783 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $75K | — |
| BDO USA LLP | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $52.4M | 26.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $37.8M | 19.4% | |
| Group Annuity Contract * Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $21.3M | 10.9% | |
| Empower Annuity Insurance Company Capital Group EP Growth | Common Stocks | — | — | $17.7M | 9.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $10.0M | 5.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $9.6M | 4.9% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $8.0M | 4.1% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $7.5M | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $7.2M | 3.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.8M | 2.4% | |
| Principal Small Cap Growth I R6 | Mutual Funds | — | — | $3.2M | 1.6% | |
| Victory Portfolios Victory Sycamore Established Value A | Other securities | — | — | $3.1M | 1.6% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $3.0M | 1.5% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| * Vodafone Group Vodafone Group Plc Stock | Common Stocks | — | — | $2.5M | 1.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.3M | 1.2% | |
| Self-Directed Brokerage Account * Various Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.5M | 0.8% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |