Elder Services of Berkshire County, Inc.'s EIN is 04-2542001.
Download the official 2024 Form 5500 (PDF) for Elder Services of Berkshire County, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elder Services of Berkshire County, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | 04-2530412 | — | THIRD PARTY ADMINSITRATO | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $976K | 20.4% | |
| "‘ American ** Funds American Balanced fund Pooled Separate Account | Pooled Separate Accounts | — | — | $734K | 15.3% | |
| America ** Century VP Capital Appreciation Pooled Separate Account I824} * J P Morgan ** Core Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $667K | 13.9% | |
| "‘ Mutual ** of America Clear Passage 2025 F und Pooled Separate Account | Pooled Separate Accounts | — | — | $541K | 11.3% | |
| Mutual of America ** Equity Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $367K | 7.7% | |
| Mutual ofAmerica ** Equity Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $354K | 7.4% | |
| Guaranteed Insurance * APEX Standard Stable Asset Contract 3 | Other securities | — | — | $342K | 7.1% | |
| ** Fidelity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $309K | 6.5% | |
| Mutual of Mid-Cap “‘ America Equity Index Pooled Separate Account | Pooled Separate Accounts | — | — | $222K | 4.6% | |
| JP Morgan ** Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $150K | 3.1% | |
| " Mutual ** of America C lear Passage 2040 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $138K | 2.9% | |
| Mutual of ** America Money Market Fund Pooled Separate Account 329 * Mutual of America Mid-Cap ** Equity Index Pooled Separate Account | Pooled Separate Accounts | — | — | $137K | 2.9% | |
| DWS ** Capital Growth VIP Pooled Separate Account | Pooled Separate Accounts | — | — | $127K | 2.7% | |
| Fidelity ** Investments VIP Equity-Incomc Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $105K | 2.2% | |
| Mutual of ** America Small Cap Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $88K | 1.8% | |
| Mutual of America ** International F und Pooled Separate Account 96, I 79 * Invesco V.I. Main ** Street Pooled Separate Account 2,24! " Mutual of ** America Retirement Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $85K | 1.8% | |
| Mutual ** of America Clear Passage 2050 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $81K | 1.7% | |
| Mutual of ** America Small Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $73K | 1.5% | |
| Mutual of ** America All America Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $60K | 1.3% | |
| Putnam ** Large Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $51K | 1.1% | |
| DWS ** Capital Gromh VlP Pooled Separate Account | Pooled Separate Accounts | — | — | $49K | 1.0% | |
| Fidelity Mid Cap Index Pooled Separate Account ** L609 * J P Morgan ** Mid Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $49K | 1.0% | |
| F Investments ** idclity VIP Contrafund Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $47K | 1.0% | |
| ** Mutual of America Clear Passage 2020 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $45K | 0.9% | |
| ‘ Mutual ** ofAmerica Mid-Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.8% | |
| Mutual of ** America Clear Passage 2045 Fund Pooled Separate Account 1 L609 * Mutual of America *"‘ All America Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| Mutual of ** America Clear Passage 2040 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | 0.5% | |
| Mutual of America ** Clear Passage 2035 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 0.4% | |
| "‘ ** Victory RS Small Cap Growth Equity VIP Series Pooled Separate Account IOO * Mutual ** ofAmerica Clear Passage 2015 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.3% | |
| Mutual ofAmerica “ Core Bond Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| Mutual ** ofAmcrica Clear Passage 2055 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| Fidelity Investments Vll’ ** Asset Manager Ponfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.3% | |
| Mutual ofAmcrica ** Aggressive Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | 0.3% | |
| Calvert VP SR1 ** Balanced Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Mutual of America ** Moderate Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| (3) similar party or maturity value (d) Cost value * Mutual of'America *" Aggressive Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| Mutual ** ofAmerica Balanced Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| T Rowe Price *‘ Blue Chip Growth Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | 0.1% | |
| Mutual of ** America Retirement Income Fund Pooled Separate Account l4 * Mutual ** of America Clear Passage 2030 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| ** Fidelity Investments VIP Equity-Income Portfolio Pooled Separate Account 94,9]2 * Goldman Sachs VIT ” Small Cap Equity Insights Pooled Separate Account 870 * Mutual ** ofAmerica Money Market Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Vanguard ** VlF Real Estate lndcx Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Delaware VIP ** Small Cap Value Series Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| ‘ Mutual of ** America Balanced Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
