Gustavo Moral signed Independent Services Network, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Services Network, Incorporated's EIN is 02-0437298.
Download the official 2023 Form 5500 (PDF) for Independent Services Network, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Independent Services Network, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund –2,920.679 shares | Mutual Funds | — | — | $588K | 23.3% | |
| Vanguard Health Care ETF –1,124.161 shares | Mutual Funds | — | — | $299K | 11.8% | |
| Vanguard | Mutual Funds | — | — | $281K | 11.1% | |
| Bar Harbor Bankshares –9,668.129 shares | Other securities | — | — | $260K | 10.3% | |
| Vanguard Growth Index Fund –1,080.657 shares | Common Collective Trusts | — | — | $208K | 8.2% | |
| Vanguard Dividend Growth Fund –5,428.411 shares | Mutual Funds | — | — | $207K | 8.2% | |
| Vanguard Selected Value Fund –6,524.309 shares | Mutual Funds | — | — | $191K | 7.6% | |
| Vanguard Federal Money Market Fund–166,698.630 shares | Mutual Funds | — | — | $167K | 6.6% | |
| Vanguard Small-Cap Value Index Fund –1,194.287 shares | Common Collective Trusts | — | — | $94K | 3.7% | |
| Eastern Bankshares Inc.–6,489.983 shares | Common Stocks | — | — | $91K | 3.6% | |
| Vanguard 500 Index Fund –98.117 shares | Common Collective Trusts | — | — | $49K | 2.0% | |
| Vanguard International Explorer Fund –2,840.668 shares | Mutual Funds | — | — | $49K | 1.9% | |
| Vanguard Intermediate Bond Index Fund –2,665.648 shares | Common Collective Trusts | — | — | $27K | 1.1% | |
| Vanguard GNMA Investor Fund –1,296.959 shares | Agency / Mortgage-Backed | — | — | $12K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
