Robin Davis signed Customer Engineering Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Customer Engineering Services' EIN is 20-0641687.
Download the official 2024 Form 5500 (PDF) for Customer Engineering Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Customer Engineering Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $7.6M | 30.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.1M | 8.7% | |
| JPMORGAN US RSCH ENHANCED EQ I | Registered Investment Companies | — | — | $1.5M | 6.1% | |
| CALVERT EQUITY FUND - R6 | Registered Investment Companies | — | — | $1.3M | 5.4% | |
| INVESCO STABLE VALUE TRUST - C INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.0M | 4.2% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $776K | 3.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $712K | 2.9% | |
| PRINCIPAL EQUITY INC - INSTL | Registered Investment Companies | — | — | $682K | 2.8% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $641K | 2.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $595K | 2.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $588K | 2.4% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $541K | 2.2% | |
| MASSMUTUAL OVERSEAS I | Registered Investment Companies | — | — | $535K | 2.2% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $525K | 2.1% | |
| NUVEEN MID CAP VALUE 1 R6 | Registered Investment Companies | — | — | $470K | 1.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $453K | 1.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $428K | 1.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $383K | 1.6% | |
| PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $379K | 1.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $350K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $278K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $244K | 1.0% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $219K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $216K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $197K | 0.8% | |
| COLUMBIA OVERSEAS VALUE I2 | Registered Investment Companies | — | — | $93K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $59K |
| — |
