Brian Macneil signed Worldwide Techservices, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worldwide Techservices, LLC's EIN is 13-4114547.
Download the official 2024 Form 5500 (PDF) for Worldwide Techservices, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worldwide Techservices, LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 N/R | Mutual Funds | — | — | $7.2M | 15.8% | |
| iShares S&P iShares S&P 500Index Fund Institutional N/R | Common Collective Trusts | — | — | $5.9M | 12.9% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $4.2M | $4.8M | 10.4% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.9% | |
| JPMorgan SmartRetirement 2020 R6 N/R | Other securities | — | — | $2.9M | 6.4% | |
| JPMorgan SmartRetirement 2030 RB N/R | Other securities | — | — | $2.4M | 5.3% | |
| JPMorgan SmartRetirement 2040 RB N/R | Other securities | — | — | $2.3M | 5.1% | |
| JPMorgan SmartRetirement 2025 R6 N/R | Other securities | — | — | $2.1M | 4.6% | |
| JPMorgan Intrepid Mid Cap RB N/R | Other securities | — | — | $2.0M | 4.5% | |
| American Funds American Europacific Growth R6 N/R | Mutual Funds | — | — | $1.8M | 3.8% | |
| JPMorgan SmartRetirement 2035 R6 N/R | Other securities | — | — | $1.7M | 3.7% | |
| Pioneer Bond Fund K N/R | Other securities | — | — | $1.3M | 2.9% | |
| BlackRock High Yield K N/R | Other securities | — | — | $1.0M | 2.2% | |
| JPMorgan SmartRetirement 2045 R6 N/R | Other securities | — | — | $968K | 2.1% | |
| Pioneer Fundamental Growth Class Y N/R | Other securities | — | — | $943K | 2.1% | |
| Clearbridge Small Cap Growth I N/R | Other securities | — | — | $598K | 1.3% | |
| Participant Loans *Participant Loans Interest rates 4.25% - 9.50% $0 | Bonds / Notes | — | — | $595K | 1.3% | |
| JPMorgan Smart Retirement 2050 R6 N/R | Other securities | — | — | $532K | 1.2% | |
| PIMCO Real Return Fund Class N/R | Mutual Funds | — | — | $479K | 1.0% | |
| Institutional iShares MSCI EAFE International Index N/R | Other securities | — | — | $421K | 0.9% | |
| Fund JPMorgan Value Advantage Fund Class N/R | Other securities | — | — | $402K | 0.9% | |
| R6 Columbia Small Cap Index Fund N/R | Common Collective Trusts | — | — | $370K | 0.8% | |
| Institutional JPMorgan SmartRetirement 2055 RB N/R | Other securities | — | — | $300K | 0.7% | |
| Invesco Global Fund R6 N/R | Mutual Funds | — | — | $298K | 0.7% | |
| JPMorgan Undiscovered Managers N/R | Other securities | — | — | $290K | 0.6% | |
| Value Class R6 American Capital American Capital Income N/R | Other securities | — | — | $122K | 0.3% | |
| BlackRock Global Allocation K N/R | Other securities | — | — | $84K | 0.2% | |
| First Eagle First Eagle Global Fund Class I N/R | Other securities | — | — | $57K | 0.1% | |
| JPMorgan SmartRetirement 2060 R6 N/R | Other securities | — | — | $56K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
