Brandon Shondel signed Server Suites, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Server Suites, LLC's EIN is 20-5268699.
Download the official 2024 Form 5500 (PDF) for Server Suites, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Server Suites, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADV. | 20-1665305 | FAIRFIELD, IA | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.8M | 98.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $79K | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $42K | 0.4% |
