Denise Doucette signed Moore Center Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore Center Services, Inc.'s EIN is 02-0261136.
Download the official 2023 Form 5500 (PDF) for Moore Center Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Moore Center Services, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, 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 INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund " | Mutual Funds | — | — | $866K | 13.7% | |
| American Funds 2030 Target Date Retirement Fund " | Mutual Funds | — | — | $831K | 13.1% | |
| American Funds 2035 Target Date Retirement Fund " | Mutual Funds | — | — | $822K | 13.0% | |
| American Funds 2040 Target Date Retirement Fund " | Mutual Funds | — | — | $583K | 9.2% | |
| American Funds 2050 Target Date Retirement Fund " | Mutual Funds | — | — | $522K | 8.2% | |
| American Funds 2045 Target Date Retirement Fund " | Mutual Funds | — | — | $497K | 7.8% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $421K | 6.6% | |
| American Funds 2020 Target Date Retirement Fund " | Mutual Funds | — | — | $248K | 3.9% | |
| American Funds 2015 Target Date Retirement Fund " | Mutual Funds | — | — | $157K | 2.5% | |
| JP Morgan Large Cap Growth Fund " | Other securities | — | — | $145K | 2.3% | |
| American Funds 2060 Target Date Retirement Fund " | Mutual Funds | — | — | $137K | 2.2% | |
| Fidelity Advisor Total Bond Fund " | Mutual Funds | — | — | $129K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund " | Mutual Funds | — | — | $120K | 1.9% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $66K | 1.0% | |
| Putnam Large Cap Value Fund " | Mutual Funds | — | — | $64K | 1.0% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $54K | 0.8% | |
| American Funds New World Fund " | Mutual Funds | — | — | $46K | 0.7% | |
| Fidelity Growth Portfolio Fund " | Mutual Funds | — | — | $45K | 0.7% | |
| Janus Henderson Triton Fund " | Mutual Funds | — | — | $42K | 0.7% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $41K | 0.6% | |
| LVIP Macquarie Social Awareness Fund " ** 491 * LVIP SSGA S&P 500 Index Fund " | Common Collective Trusts | — | — | $41K | 0.6% | |
| BH/W LARGE CAP RESEARCH METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $25K | 0.4% | |
| LVIP Baron Growth Opportunities Fund " | Other securities | — | — | $23K | 0.4% | |
| Vanguard International Growth Fund " | Mutual Funds | — | — | $19K | 0.3% | |
| Columbia Overseas Value Fund " | Other securities | — | — | $16K | 0.3% | |
| LVIP T. Rowe Price Structured Fund " | Other securities | — | — | $13K | 0.2% | |
| FRONTIER MIDCAP GROWTH PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| LVIP SSGA Small-Cap Index Fund " | Common Collective Trusts | — | — | $11K | 0.2% | |
| Mass Mutual Mid Cap Growth Fund " | Other securities | — | — | $8K | 0.1% | |
| DFA US Targeted Value Fund " | Mutual Funds | — | — | $8K | 0.1% | |
| Allspring Special Mid Cap Value Fund Mutual fund | Other securities | — | — | $7K | 0.1% | |
| T. Rowe Price International Stock Fund " | Other securities | — | — | $6K | <0.1% | |
| BLACKROCK BOND INCOME PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund " | Mutual Funds | — | — | $5K | <0.1% | |
| Janus Henderson Global Research Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| LVIP American Century Balanced Fund " | Other securities | — | — | $2K | <0.1% | |
| AB VPS Global Thematic Portfolio Fund " ** 93 * Fidelity Asset Manager Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO High Yield Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMLIS |
| — |
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THIRD PARTY ADMINISTRATORS | — | BEDFORD, NH | TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THIRD PARTY ADMINISTRATORS | — | BEDFORD, NH | OTHER | $0 | — |
