Julie Surley signed PDS Information Services, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PDS Information Services, Inc.'s EIN is 20-0469036.
Download the official 2022 Form 5500 (PDF) for PDS Information Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)PDS Information Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $127 | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $75 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.0M | 95.4% | |
| [Assets held in common collective trust] | Other | — | — | $81K | 3.8% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $81K | 3.8% |
