Systems, LLC's EIN is 20-1820942.
Download the official 2024 Form 5500 (PDF) for Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Systems, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $1.4M | 12.8% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $1.0M | 9.3% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $803K | 7.2% | |
| Transamerica Stable Value Advantage Account | Stable Value | — | — | $783K | 7.0% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $780K | 7.0% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $720K | 6.4% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $692K | 6.2% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $654K | 5.8% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $429K | 3.8% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $417K | 3.7% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $412K | 3.7% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $395K | 3.5% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $340K | 3.0% | |
| JPMORGAN HI YLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 330 | Pooled Separate Account | — | — | $277K | 2.5% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $233K | 2.1% | |
| T. ROWE PRICE GROWTH STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 958 | Pooled Separate Account | — | — | $213K | 1.9% | |
| LORD ABBETT GRTH LEADERS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 119 | Pooled Separate Account | — | — | $187K | 1.7% | |
| TRANSAMERICA SM/MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 124 | Pooled Separate Account | — | — | $168K | 1.5% | |
| PIMCO REAL RETRN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 473 | Pooled Separate Account | — | — | $153K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $151K | 1.3% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $148K | 1.3% | |
| JPMORGAN CORE PLUS BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 117 | Pooled Separate Account | — | — | $148K | 1.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $139K | 1.2% | |
| TRANSAMERICA SMALL CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 951 | Pooled Separate Account | — | — | $96K | 0.9% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $60K | 0.5% | |
| TEMPLETON GLOB BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $58K | 0.5% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $53K | 0.5% | |
| TRANSAMERICA INTRNTL EQT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $38K | 0.3% | |
| T. ROWE PRICE REAL ESTATE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 125 | Pooled Separate Account | — | — | $36K | 0.3% | |
| LORD ABBETT HI YLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $35K | 0.3% | |
| FRANKLIN MUTUAL GLBL DISCOVERY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 764 | Pooled Separate Account | — | — | $35K | 0.3% | |
| FIRST EAGLE GOLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 323 | Pooled Separate Account | — | — | $34K | 0.3% | |
| DWS ENHANCED COMMODITY STRAT RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 101 | Pooled Separate Account | — | — | $28K | 0.3% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $20K | 0.2% | |
| ISHARES US AGGREGATE BOND INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 380 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD WINDSOR II RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 906 | Pooled Separate Account | — | — | $609 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | TPA | $72K | — |
