Kelly Durante signed Family Insight, P.C.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Family Insight, P.C.'s EIN is 20-2308383.
Download the official 2022 Form 5500 (PDF) for Family Insight, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Family Insight, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $16K | — |
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 | — | — | $717K | 97.5% | |
| [Assets held in participant loans] | Other | — | — | $15K | 2.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | 0.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% |
