Jessica Booker signed Continental Service Group, LLC d/b/a Conserve's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Continental Service Group, LLC d/b/a Conserve's EIN is 16-1265131.
Download the official 2024 Form 5500 (PDF) for Continental Service Group, LLC d/b/a Conserve from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Continental Service Group, LLC d/b/a Conserve's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & COMPANY | 16-0620690 | ROCHESTER, NY | SERVICE PROVIDER | $0 | — |
| RIMKUS, MARCIANO & ASSOCIATES, INC. | 22-2725182 | ROCHESTER, NY | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2045 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.9M | 11.8% | |
| AMERICAN FUNDS 2035 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.1M | 9.8% | |
| AMERICAN FUNDS 2040 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 8.9% | |
| AMERICAN FUNDS 2050 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 8.0% | |
| Vanguard Total Stock Market Index Fund Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $3.2M | 7.8% | |
| VANGRD TOT ST MKT INDX FD ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 7.8% | |
| AMERICAN FUNDS 2060 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.8M | 6.8% | |
| AMERICAN FUNDS NW PRSPCTV R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 6.6% | |
| AMERICAN FUNDS 2025 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.3M | 5.5% | |
| AMERICAN FUNDS 2030 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.4% | |
| MFS GROWTH FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 5.1% | |
| AMERICAN FUNDS 2055 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 3.8% | |
| AMCEN SMALL CAP GROWTH FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.5% | |
| VOYA INTERMEDIATE BOND FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.4% | |
| VANGRD MID-CAP INDEX FUND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $901K | 2.2% | |
| AMERICAN FUNDS AM BALANCED R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $889K | 2.1% | |
| COLUMBIA DIVIDEND INCOME FD I3 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $732K | 1.8% | |
| Victory Sycamore Established Value Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $695K | 1.7% | |
| VICTORY SYCMR EST VL FD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $695K | 1.7% | |
| Notes receivable from participants Bearing interest at 4.25% to 9.50% with maturity dates - | Bonds / Notes | — | — | $534K | 1.3% | |
| VANGRD SMALL-CAP INDEX FND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $443K | 1.1% | |
| DFA US TARGETED VL PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $421K | 1.0% | |
| AMERICAN FUNDS 2020 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $398K | 1.0% | |
| VOYA FIXED ACCOUNT 4633 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $396K | 0.9% | |
| JPMORGAN MID CAP GROWTH FD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $322K | 0.8% | |
| AMERICAN FUNDS 2015 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $241K | 0.6% | |
| ISHARES MSCI EAFE INDEX FND K MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $180K | 0.4% | |
| PGIM HIGH YIELD FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 0.3% | |
| Voya Government Money Market Fund A Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 0.2% | |
| VOYA GV MNY MKT F A (HLD ACCT) MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 0.2% | |
| DFA INFL-PROT SEC PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| AMERICAN FUNDS 2065 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $53K | 0.1% | |
| AMERICAN FUNDS 2010 T DATE R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
