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Great West Affiliated Employers Retirement Savings Plan
Plan Fiduciary Services, Inc., Clearwater FL. Employer ID 273523833, plan number 003. Annual reports on file for 2011 to 2024.
Where the money went
Plans that moved money into this one:
- 2011: money from Genesis Employees' Profit Sharing and 401(k) Plan moved in.
- 2012: money from Allcom Credit Union 401(k) Plan moved in.
- 2014: money from Lamountain Bros., Inc. 401(k) Savings Plan moved in.
- 2017: money from Worden Brothers, Inc. 401(k) Profit Sharing Plan moved in.
- 2020: money from Great West Affiliated Employers Retirement Savings Plan Fbo Allcom Credit Union moved in.
- 2020: money from Great West Affiliated Employers Retirement Savings Plan Fbo Worden Brothers, Inc. moved in.
- 2020: money from Great West Affiliated Employers Retirement Savings Plan Fbo Lamountain Bros., Inc. moved in.
- Filed 2011-2024Great West Affiliated Employers Retirement Savings Plan, Plan Fiduciary Services, Inc.
- TodayGreat West Affiliated Employers Retirement Savings Plan still files. Empower Annuity Insurance Company O keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company O, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2011 | 115 | 37 | Filing |
| 2021 | 113 | 23 | Filing |
| 2022 | 140 | 51 | Filing |
| 2023 | 136 | 55 | Filing |
| 2024 | 136 | 27 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.