Sheila Shedd signed Minuteman Senior Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minuteman Senior Services, Inc.'s EIN is 04-2587212.
Download the official 2024 Form 5500 (PDF) for Minuteman Senior Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minuteman Senior Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN, RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILMINGTON, MA | TPA, FIDUCIARY ADVISOR | $14K | — |
| GLOBAL RETIREMENT PARTNERS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2035 Inv Mutual Funds | Other securities | — | — | $1.4M | 17.9% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Funds | Other securities | — | — | $1.0M | 12.8% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Funds | Other securities | — | — | $530K | 6.7% | |
| Unallocated Insurance Contract * Guaranteed interest account Fixed Account | Other securities | — | — | $530K | 6.7% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Funds | Other securities | — | — | $498K | 6.3% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Funds | Other securities | — | — | $481K | 6.1% | |
| Vngrd Smcap Val Indx Adml Mutual Funds | Other securities | — | — | $387K | 4.9% | |
| Vngrd Trgt Rtrmt 2025 Inv Mutual Funds | Other securities | — | — | $361K | 4.6% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Funds | Other securities | — | — | $355K | 4.5% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Funds | Other securities | — | — | $249K | 3.1% | |
| Amfds Gr Fd Am R6 Mutual Funds | Other securities | — | — | $195K | 2.5% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Funds | Other securities | — | — | $171K | 2.2% | |
| Vngrd 500 Index Fd As Mutual Funds | Common Collective Trusts | — | — | $168K | 2.1% | |
| Vngrd Eq Inc Adml Mutual Funds | Common Stocks | — | — | $132K | 1.7% | |
| Macquarie Mdcp Grwth Fnd - Institutional Mutual Funds | Other securities | — | — | $100K | 1.3% | |
| Leggm Clrbrdg Intl Gr I Mutual Funds | Other securities | — | — | $98K | 1.2% | |
| Vngrd Smcap Gr Indx Adml Mutual Funds | Other securities | — | — | $90K | 1.1% | |
| Neuber Genesis Inst Mutual Funds | Other securities | — | — | $82K | 1.0% | |
| Blkrk Inc Inst Mutual Funds | Common Stocks | — | — | $81K | 1.0% | |
| Fidadv Eq Gr Inst Mutual Funds | Other securities | — | — | $79K | 1.0% | |
| Vngrd Extnd Mkt Indx Adml Mutual Funds | Other securities | — | — | $77K | 1.0% | |
| Vngrd Trgt Rtrmt Inc Mutual Funds | Common Stocks | — | — | $68K | 0.9% | |
| Amfds Fdmntl Inv R6 Mutual Funds | Other securities | — | — | $68K | 0.9% | |
| Blkrk Hi Yld Bd Port K Mutual Funds | Other securities | — | — | $64K | 0.8% | |
| Vngrd Ttl Intlstkindx Adml Mutual Funds ** 47 As Spec Mdcap Val Inst Mutual Funds | Other securities | — | — | $55K | 0.7% | |
| Mfs Val R6 Mutual Funds | Mutual Funds | — | — | $44K | 0.6% | |
| Dodgecox Intl Stk I Mutual Funds | Other securities | — | — | $43K | 0.5% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Funds | Other securities | — | — | $42K | 0.5% | |
| Leggm Wstras Corplsbd I Mutual Funds | Other securities | — | — | $41K | 0.5% | |
| Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $36K | 0.5% | |
| Amfds Smcap Wld R6 Mutual Funds | Other securities | — | — | $35K | 0.4% | |
| Amfds New Wld R6 Mutual Funds | Other securities | — | — | $31K | 0.4% | |
| Ab Glbl Bd I Mutual Funds | Mutual Funds | — | — | $31K | 0.4% | |
| Prudntl Glbl Realest Z Mutual Funds | Other securities | — | — | $22K | 0.3% | |
| Parnassus Cor Eq Inst Mutual Funds | Other securities | — | — | $7K | <0.1% | |
| Vngrd Gnma Adml Mutual Funds | Agency / Mortgage-Backed | — | — | $2K | <0.1% | |
| vngrd infl prtct sec adml Mutual Funds | Other securities | — | — | $1K | <0.1% |
| — |
| SAN RAPHAEL, CA |
| BROKER DEALER OF ADVISOR |
| $6K |
| — |
