Lacey Whitehead signed TBS Factoring Service, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TBS Factoring Service, LLC's EIN is 20-0829816.
Download the official 2024 Form 5500 (PDF) for TBS Factoring Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TBS Factoring Service, LLC's 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 |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.4M | 88.9% | |
| [Assets held in participant loans] | Other | — | — | $273K | 5.5% |
