Margaret Valnoski signed Theradex Systems, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Theradex Systems, Inc.'s EIN is 22-2418075.
Download the official 2023 Form 5500 (PDF) for Theradex Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Theradex Systems, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FINNER & SMITH | — | JACKSONVILLE, FL | INVESTMENT ADVISOR | $33K | — |
| GREAT-WEST LIFE & ANNUITY INS. | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Bond Fund of Amer R6 - | Mutual Funds | — | — | $4.8M | 21.9% | |
| iShares S&P 500 Index K - | Common Collective Trusts | — | — | $2.4M | 10.8% | |
| Key Guaranteed Interest Account - | Other securities | — | — | $1.7M | 7.7% | |
| PIMCO Real Return Instl - | Mutual Funds | — | — | $1.5M | 7.0% | |
| ClearBridge Large Cap Growth IS - | Other securities | — | — | $1.4M | 6.3% | |
| Neuberger Berman Large Cap Value R6 - | Other securities | — | — | $1.3M | 6.0% | |
| Hartford World Bond R6 - | Other securities | — | — | $1.1M | 5.0% | |
| Eaton Vance High Income Opportunities I - | Other securities | — | — | $1.1M | 5.0% | |
| MFS International Diversification R4 - | Mutual Funds | — | — | $783K | 3.5% | |
| Touchstone Sands Cptl Emerg Mkts Gr Inst - | Other securities | — | — | $677K | 3.1% | |
| Victory Sycamore Established Value R6 - | Other securities | — | — | $656K | 3.0% | |
| Columbia Mid Cap Index Instl 2 - | Other securities | — | — | $626K | 2.8% | |
| Pear Tree Polaris Foreign Value Instl - | Other securities | — | — | $602K | 2.7% | |
| MFS International Growth R6 - | Mutual Funds | — | — | $557K | 2.5% | |
| Franklin Small Cap Value R6 - | Mutual Funds | — | — | $509K | 2.3% | |
| Janus Henderson Enterprise N - | Mutual Funds | — | — | $414K | 1.9% | |
| DWS Enhanced Commodity Strategy R6 - | Other securities | — | — | $345K | 1.6% | |
| Principal Real Estate Securities Inst - | Other securities | — | — | $343K | 1.5% | |
| Columbia Small Cap Index Instl 2 - | Other securities | — | — | $341K | 1.5% | |
| Invesco Discovery R6 - | Mutual Funds | — | — | $321K | 1.4% | |
| Virtus Duff & Phelps Glob Real Est Sec I - | Other securities | — | — | $138K | 0.6% | |
| Portfolio Fund * Notes Receivable from Interest rates ranging from 4.25% to 9.25% - | Bonds / Notes | — | — | $93K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STALKER & ASSOCIATES | 23-2756743 | NEWTOWN, PA | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | 22-2027092 | PRINCETON, NJ | AUDITOR | $5K | — |
