Elizabeth Alston signed VT Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VT Services Inc.'s EIN is 20-3786363.
Download the official 2024 Form 5500 (PDF) for VT Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VT Services Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $399K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| CITRIN COOPERMAN | 22-2428965 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $19.2M | 10.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $17.3M | 9.8% | |
| CORE BOND II MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 182 | Pooled Separate Account | — | — | $13.3M | 7.5% | |
| American Funds Target Date Retirement 2030 R6 Fund Mutual Fund | Mutual Funds | — | — | $13.0M | 7.4% | |
| American Funds Target Date Retirement 2035 R6 Fund Mutual Fund | Mutual Funds | — | — | $11.3M | 6.4% | |
| American Funds Target Date Retirement 2025 R6 Fund Mutual Fund | Mutual Funds | — | — | $10.0M | 5.7% | |
| American Funds Target Date Retirement 2050 R6 Fund Mutual Fund | Mutual Funds | — | — | $9.7M | 5.5% | |
| American Funds Target Date Retirement 2040 R6 Fund Mutual Fund | Mutual Funds | — | — | $9.3M | 5.3% | |
| American Funds Target Date Retirement 2045 R6 Fund Mutual Fund | Mutual Funds | — | — | $8.7M | 5.0% | |
| American Funds Target Date Retirement 2055 R6 Fund Mutual Fund | Mutual Funds | — | — | $8.1M | 4.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.5M | 3.1% | |
| American Funds Target Date Retirement 2020 R6 Fund Mutual Fund | Mutual Funds | — | — | $4.7M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.4M | 2.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.4M | 2.5% | |
| MFS International Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 2.3% | |
| American Funds Target Date Retirement 2060 R6 Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 2.2% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $3.9M | 2.2% | |
| Delaware Ivy Systems Mid Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $3.5M | 2.0% | |
| Columbia Balanced I3 Fund Mutual Fund | Other securities | — | — | $3.2M | 1.8% | |
| Vanguard Information Tech Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 1.3% | |
| Janus Henderson Venture N Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 1.1% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $1.9M | 1.1% | |
| Participant loans Interest rates from 4.25% to 9.50% $- | Bonds / Notes | — | — | $1.8M | 1.0% | |
| American Funds Target Date Retirement 2065 R6 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 1.0% | |
| Allspring Special Small Cap Value R6 Fund Mutual Fund | Other securities | — | — | $1.5M | 0.8% | |
| Nuveen Real Estate Securities R6 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.7% | |
| American Funds Target Date Retirement 2010 R6 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 0.6% | |
| Delaware Ivy Systems Emerging Markets Equity R6 Fund Mutual Fund | Other securities | — | — | $977K | 0.6% | |
| American Funds Target Date Retirement 2015 R6 Fund Mutual Fund | Mutual Funds | — | — | $951K | 0.5% | |
| JP Morgan Government Bond R6 Fund Mutual Fund | U.S. Treasuries | — | — | $943K | 0.5% | |
| Vanguard Global Equity Investor Fund Mutual Fund | Mutual Funds | — | — | $744K | 0.4% | |
| PIMCO Diversified Income I-2 Mutual Fund | Mutual Funds | — | — | $692K | 0.4% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $595K | 0.3% | |
| Vanguard Health Care Index Admiral Mutual Fund | Mutual Funds | — | — | $195K | 0.1% | |
| American Funds Target Date Retirement 2070 R6 Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
