Jacqueline Vargas signed Lower Eastside Service Center Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lower Eastside Service Center Inc.'s EIN is 13-1972876.
Download the official 2024 Form 5500 (PDF) for Lower Eastside Service Center Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lower Eastside Service Center Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | BROKER | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company Inc. - Fixed TFLIC Guaranteed Inv Option | Common Stocks | — | — | $6.5M | 43.4% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $1.7M | 11.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 7.6% | |
| Columbia Dividend Inc Inst3 | Common Stocks | — | — | $835K | 5.6% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $712K | 4.7% | |
| Vanguard Target Retrmnt 2065 Inv ** 251 Vanguard Target Retrmnt 2070 Inv ** 196 Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $676K | 4.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $558K | 3.7% | |
| Loomis Sayles Loomis Sayles Core Plus Bd N | Other securities | — | — | $433K | 2.9% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $421K | 2.8% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $329K | 2.2% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $253K | 1.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $252K | 1.7% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $209K | 1.4% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $196K | 1.3% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $189K | 1.3% | |
| Carillon Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $185K | 1.2% | |
| Transamerica Capital, Inc. Transamerica Govt Money Market R2 | Cash / Money Market | — | — | $159K | 1.1% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $118K | 0.8% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $98K | 0.7% | |
| Victory Sycamore Est Val R6 | Other securities | — | — | $95K | 0.6% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $87K | 0.6% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $86K | 0.6% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Glbl ex US Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $4K |
| — |
