Technology & Services IND Assoc's EIN is 04-3819464.
Download the official 2024 Form 5500 (PDF) for Technology & Services IND Assoc from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Technology & Services IND Assoc'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $3.6M | 26.7% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $1.3M | 9.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $1.2M | 8.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $836K | 6.2% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $714K | 5.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $657K | 4.9% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $582K | 4.3% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $556K | 4.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $515K | 3.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $468K | 3.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $358K | 2.6% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $354K | 2.6% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $345K | 2.6% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $342K | 2.5% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $287K | 2.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $257K | 1.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $204K | 1.5% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $155K | 1.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $119K | 0.9% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $96K | 0.7% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $85K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $84K | 0.6% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $66K | 0.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $58K | 0.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $39K | 0.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $17K | 0.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $5K | <0.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $31K |
| — |
