LISA Bennett signed Family Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Family Services, Inc.'s EIN is 14-1338399.
Download the official 2024 Form 5500 (PDF) for Family Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Services, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHALL & STERLING WEALTH ADVISORS | — | POUGHKEEPSIE, NY | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES LLC | 16-1503696 | HUNTINGDON VALLEY, PA | NONE | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES VANGUARD TARGET RETIREM'T 2040 | Mutual Funds | — | $19K | $835K | 10.9% | |
| Prudential Guaranteed Income | Guaranteed Income / GIC | — | $26K | $781K | 10.2% | |
| FIDELITY 500 INDEX INST'L PREM | Common Collective Trusts | — | $4K | $757K | 9.9% | |
| PIMCO INCOME INSTL | Mutual Funds | — | $44K | $465K | 6.1% | |
| T. ROWE PRICE ALL-CAP OPPS I | Other securities | — | $6K | $456K | 6.0% | |
| VANGUARD TARGET RETIREM'T 2045 | Mutual Funds | — | $13K | $390K | 5.1% | |
| VANGUARD EQUITY INCOME ADMIRAL | Mutual Funds | — | $4K | $309K | 4.0% | |
| FIDELITY MID CP IDX INSTL PREM | Common Collective Trusts | — | $9K | $303K | 4.0% | |
| VANGUARD TARGET RETIREM'T 2050 | Mutual Funds | — | $5K | $239K | 3.1% | |
| VANGUARD TARGET RETIREM'T 2055 | Mutual Funds | — | $4K | $238K | 3.1% | |
| ALLSPRING SPC MIDCAP VAL R6 | Other securities | — | $4K | $181K | 2.4% | |
| EATON VANCE FLOAT RATE I | Other securities | — | $21K | $179K | 2.3% | |
| VANGUARD TARGET RETIREM'T 2020 | Mutual Funds | — | $7K | $175K | 2.3% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | $5K | $173K | 2.3% | |
| VANGUARD TARGET RETIREM'T 2025 | Mutual Funds | — | $9K | $162K | 2.1% | |
| 9.5% with maturities through 2042 | Bonds / Notes | — | — | $152K | 2.0% | |
| VANGUARD TARGET RETIREM'T 2030 | Mutual Funds | — | $4K | $142K | 1.9% | |
| VANGUARD TARGET RETIREM'T 2035 | Mutual Funds | — | $6K | $138K | 1.8% | |
| VANGUARD DEV MKTS INDX ADM | Mutual Funds | — | $9K | $138K | 1.8% | |
| VANGUARD TARGET RETIREM'T 2060 | Mutual Funds | — | $3K | $132K | 1.7% | |
| VANGUARD INT'L GROWTH ADMIRAL | Mutual Funds | — | $1K | $131K | 1.7% | |
| DFA INFLATPROTECT SECUR PORTFO | Mutual Funds | — | $11K | $117K | 1.5% | |
| VANGUARD WELLESLEY INCOME ADM | Mutual Funds | — | $2K | $108K | 1.4% | |
| FIDELITY SM CP IDX INSTL PREM | Common Collective Trusts | — | $4K | $102K | 1.3% | |
| NYLI MACKAY CONVERTIBLE I | Other securities | — | $5K | $96K | 1.3% | |
| VANGUARD TGT RETIREM'T INCOME | Mutual Funds | — | $7K | $95K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | $1K | $89K | 1.2% | |
| AMERICAN FUNDS NW PRSPCTV R6 | Mutual Funds | — | $1K | $69K | 0.9% | |
| PGIM TOTAL RTRN BOND Q | Other securities | — | $3K | $30K | 0.4% | |
| JANUS HENDERSON TRITON N 853 | Mutual Funds | — | — | $23K | 0.3% | |
| BLACKROCK HIGH YIELD K | Other securities | — | $2K | $12K | 0.2% | |
| AMERICAN FUNDS AM BALANCD R6 311 | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
