S.B.J.S., P.C.'s EIN is 20-0870135.
Download the official 2024 Form 5500 (PDF) for S.B.J.S., P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.B.J.S., P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY | — | GREENWOOD VILLAGE, CO | RECODKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPSOUTH PARTNERS | — | DOTHAN, AL | INVESTMENT ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $40.6M | 96.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS, LLC | 45-2777929 | BAXTER, MN | TPA | $11K | — |
