Don Cahalan signed Onondaga Employee Leasing Services Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onondaga Employee Leasing Services Inc.'s EIN is 16-1254312.
Download the official 2023 Form 5500 (PDF) for Onondaga Employee Leasing Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Onondaga Employee Leasing Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $197K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD LIFESTRATEGY GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $3.0M | 12.8% | |
| Transamerica Financial Life Ins Co Transamerica Stable Value Core Account | Stable Value | — | — | $2.3M | 9.6% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $2.0M | 8.5% | |
| AMERICAN CENTURY 1 CH 2025 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 434 | Pooled Separate Account | — | — | $1.4M | 5.8% | |
| Charles Schwab & Co., Inc. Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $1.3M | 5.5% | |
| AMERICAN CENTURY 1 CH 2040 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 361 | Pooled Separate Account | — | — | $996K | 4.2% | |
| AMERICAN CENTURY 1 CH 2055 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 843 | Pooled Separate Account | — | — | $969K | 4.1% | |
| AMERICAN CENTURY 1 CH 2030 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 435 | Pooled Separate Account | — | — | $891K | 3.8% | |
| AMERICAN CENTURY 1 CH 2045 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 362 | Pooled Separate Account | — | — | $885K | 3.8% | |
| TA VANGUARD LIFESTRATEGY INC ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $842K | 3.6% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $799K | 3.4% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $733K | 3.1% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $665K | 2.8% | |
| AMERICAN CENTURY 1 CH 2050 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 363 | Pooled Separate Account | — | — | $639K | 2.7% | |
| TA VANGUARD LIFESTRATEGY MOD GR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $635K | 2.7% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $628K | 2.7% | |
| BLACKROCK HEALTH SCIENCES OPP ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 844 | Pooled Separate Account | — | — | $532K | 2.3% | |
| JPMORGAN EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $509K | 2.2% | |
| AMERICAN CENTURY 1 CH IN RETD ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 364 | Pooled Separate Account | — | — | $496K | 2.1% | |
| PGIM TOTAL RETURN BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $464K | 2.0% | |
| AMERICAN CENTURY 1 CH 2060 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 816 | Pooled Separate Account | — | — | $378K | 1.6% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $345K | 1.5% | |
| ALLSPRING SPECIAL SM CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $327K | 1.4% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $293K | 1.2% | |
| AMERICAN CENTURY 1 CH 2035 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 436 | Pooled Separate Account | — | — | $271K | 1.2% | |
| Notes Receivable from Participants with maturity dates through November 2027. -0- | Other securities | — | — | $264K | 1.1% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $211K | 0.9% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $146K | 0.6% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $145K | 0.6% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $114K | 0.5% | |
| MFS MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $90K | 0.4% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $82K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $73K | 0.3% | |
| DFA INFL-PRTCTD SEC POFOLIO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $66K | 0.3% | |
| FRANKLIN UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 087 | Pooled Separate Account | — | — | $284 | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| 13-2638166 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $1 | — |
