Michele Herrera signed Servis One Inc. DBA BSI Financial Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Servis One Inc. DBA BSI Financial Services, Inc.'s EIN is 04-3800293.
Download the official 2024 Form 5500 (PDF) for Servis One Inc. DBA BSI Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servis One Inc. DBA BSI Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREEWWOOD VILLAGE, CO | INVESTMENT MGMT | $558 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.8M | 87.0% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 R4 | Other securities | — | — | $1.3M | 15.9% | |
| MASSMUTUAL RETIRESMART BY JPM 2055 R4 | Other securities | — | — | $994K | 12.6% | |
| MASSMUTUAL RETIRESMART BY JPM 2045 R4 | Other securities | — | — | $955K | 12.2% | |
| GENERAL ACCOUNT | Other securities | — | — | $906K | 11.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 R4 | Other securities | — | — | $813K | 10.3% | |
| MM S&P 500 INDEX R4 | Common Collective Trusts | — | — | $670K | 8.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 R4 | Other securities | — | — | $373K | 4.7% | |
| MASSMUTUAL RETIRESMART BY JPM 2035 R4 | Other securities | — | — | $281K | 3.6% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R3 | Mutual Funds | — | — | $214K | 2.7% | |
| MFS BLENDED RESEARCH CORE EQUITY R3 | Mutual Funds | — | — | $198K | 2.5% | |
| EMPOWER S&P MID CAP 400 INDEX INV | Other securities | — | — | $135K | 1.7% | |
| MASSMUTUAL RETIRESMART BY JPM IN RET R4 | Other securities | — | — | $133K | 1.7% | |
| EMPOWER S&P SMALLCAP 600 INDEX INV | Other securities | — | — | $121K | 1.5% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $118K | 1.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2025 R4 | Other securities | — | — | $109K | 1.4% | |
| AMERICAN FUNDS INVMT CO OF AMER R3 | Mutual Funds | — | — | $100K | 1.3% | |
| INVESCO INTERNATIONAL DIVERSIFIED A | Mutual Funds | — | — | $86K | 1.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R3 | Mutual Funds | — | — | $64K | 0.8% | |
| EMPOWER INTERNATIONAL INDEX INV | Other securities | — | — | $54K | 0.7% | |
| INVESCO DIVERSIFIED DIVIDEND A | Mutual Funds | — | — | $49K | 0.6% | |
| TEMPLETON GLOBAL BOND A | Mutual Funds | — | — | $38K | 0.5% | |
| INVESCO CORE BOND A | Mutual Funds | — | — | $34K | 0.4% | |
| PIMCO HIGH YIELD A | Mutual Funds | — | — | $32K | 0.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 R4 | Other securities | — | — | $31K | 0.4% | |
| MASSMUTUAL TOTAL RETURN BOND R4 | Other securities | — | — | $28K | 0.4% | |
| FRANKLIN SMALL CAP VALUE A | Mutual Funds | — | — | $26K | 0.3% | |
| MFS MID CAP VALUE R3 | Mutual Funds | — | — | $24K | 0.3% | |
| MASSMUTUAL MID CAP GROWTH R4 | Other securities | — | — | $13K | 0.2% | |
| AMERICAN CENTURY SMALL CAP GROWTH A | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO |
| 43-0345811 |
| — |
| INVESTMENT ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF, INC. | — | PITTSBURGH, PA | CONTRACT ADMINISTRATOR | $9K | — |
