Plan Sponsor signed Bay State Community Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay State Community Services, Inc.'s EIN is 04-2468492.
Download the official 2024 Form 5500 (PDF) for Bay State Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay State Community Services, Inc.'s plan includes ERISA 404(c) participant direction, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $603 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.0M | 25.6% | |
| American Funds | Mutual Funds | — | — | $1.1M | 13.9% | |
| American Funds | Mutual Funds | — | — | $933K | 12.0% | |
| American Funds | Mutual Funds | — | — | $916K | 11.8% | |
| American Funds | Mutual Funds | — | — | $837K | 10.8% | |
| American Funds | Mutual Funds | — | — | $745K | 9.6% | |
| American Funds | Mutual Funds | — | — | $417K | 5.4% | |
| American Funds | Mutual Funds | — | — | $237K | 3.1% | |
| IShares | Other securities | — | — | $158K | 2.0% | |
| Notes receivable from participants | Other securities | — | — | $118K | 1.5% | |
| American Funds | Mutual Funds | — | — | $60K | 0.8% | |
| MFS | Mutual Funds | — | — | $44K | 0.6% | |
| DFA | Mutual Funds | — | — | $36K | 0.5% | |
| IShares | Other securities | — | — | $26K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $20K | 0.3% | |
| Empower | Other securities | — | — | $19K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $19K | 0.2% | |
| DFA | Mutual Funds | — | — | $17K | 0.2% | |
| T. Rowe Price | Other securities | — | — | $11K | 0.1% | |
| JPMorgan | Other securities | — | — | $11K | 0.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Empower | Other securities | — | — | $7K | <0.1% | |
| PGIM | Other securities | — | — | $6K | <0.1% | |
| Brandywineglobal | Other securities | — | — | $6K | <0.1% | |
| Empower | Other securities | — | — | $5K | <0.1% | |
| Blackrock | Other securities | — | — | $5K | <0.1% | |
| American Funds | Mutual Funds | — | — | $4K | <0.1% | |
| MFS | Mutual Funds | — | — | $4K | <0.1% | |
| Putnam | Mutual Funds | — | — | $4K | <0.1% | |
| Virtus | Other securities | — | — | $3K | <0.1% | |
| DFA | Mutual Funds | — | — | $3K | <0.1% | |
| Clearbridge | Other securities | — | — | $3K | <0.1% | |
| Voya | Other securities | — | — | $2K | <0.1% | |
| VY T. Rowe Price | Other securities | — | — | $2K | <0.1% | |
| Voya | Other securities | — | — | $949 | <0.1% | |
| Voya | Other securities | — | — | $769 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $666 | <0.1% | |
| Voya | Other securities | — | — | $597 | <0.1% | |
| Main Street | Other securities | — | — | $573 | <0.1% | |
| Voya | Other securities | — | — | $544 | <0.1% | |
| Voya | Other securities | — | — | $453 | <0.1% | |
| Voya | Other securities | — | — | $275 | <0.1% | |
| American Funds | Mutual Funds | — | — | $245 | <0.1% | |
| Voya | Other securities | — | — | $191 | <0.1% | |
| Invesco | Mutual Funds | — | — | $167 | <0.1% | |
| American Funds | Mutual Funds | — | — | $1 | <0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
