Raeanne Cates signed County Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
County Services, Inc.'s EIN is 20-5095170.
Download the official 2024 Form 5500 (PDF) for County Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)County Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICARETIREMENTSOLUTIONSLLC | 13-3689044 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | INVESTMENT AD VISORY - PL | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $844K | 16.6% | |
| American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $734K | 14.4% | |
| American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $711K | 14.0% | |
| American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $677K | 13.3% | |
| American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $585K | 11.5% | |
| American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $430K | 8.4% | |
| American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $329K | 6.5% | |
| Transamerica Loan Fund | Other securities | — | — | $251K | 4.9% | |
| American Funds Trgt Date Ret 2010 R6 | Mutual Funds | — | — | $214K | 4.2% | |
| American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $111K | 2.2% | |
| American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $68K | 1.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $34K | 0.7% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $24K | 0.5% | |
| Thornburg Developing World 719 Fidelity Advisor Growth Opps I | Mutual Funds | — | — | $20K | 0.4% | |
| American Funds Trgt Date Ret 2065 R6 | Mutual Funds | — | — | $17K | 0.3% | |
| American Funds Europacific Gr R3 | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Total Stock Mkt IDX Admiral | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $7K | 0.1% | |
| Hartford Strategic Income R6 | Other securities | — | — | $2K | <0.1% | |
| Wasatch Core Growth Institutional 825 Transamerica Stable Value Focus Option | Stable Value | — | — | $2K | <0.1% | |
| American Funds New Perspective R6 847 Transamerica Baron Growth Instl | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $2K | <0.1% | |
| Transamerica Dodge & Cox Stock | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Sm Cap Growth Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
