Mary Buzan signed Serco Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Serco Inc.'s EIN is 22-2902286.
Download the official 2024 Form 5500 (PDF) for Serco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Serco Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $523K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $463K | — |
| SAGE VIEW ADVISORY |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund NR | Common Collective Trusts | — | — | $115.0M | 15.5% | |
| JP Morgan Large Cap Growth Mutual Fund NR | Other securities | — | — | $55.5M | 7.5% | |
| TROWE PRICE RETIREMENT HYBRID 2030 T.ROWE PRICE · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $45.5M | 6.1% | |
| Fidelity U.S. Bond Index Mutual Fund NR | Mutual Funds | — | — | $43.7M | 5.9% | |
| TROWE PRICE RETIREMENT HYBRID 2035 T.ROWE PRICE · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $42.2M | 5.7% | |
| TROWE PRICE RETIREMENT HYBRID 2040 T.ROWE PRICE · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $40.9M | 5.5% | |
| TROWE PRICE RETIREMENT HYBRID 2025 T.ROWE PRICE · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $36.9M | 5.0% | |
| TROWE PRICE RETIREMENT HYBRID 2045 T.ROWE PRICE · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $35.8M | 4.8% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $34.2M | 4.6% | |
| TROWE PRICE RETIREMENT HYBRID 2050 T.ROWE PRICE · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $32.9M | 4.4% | |
| Fidelity Spartan International Index Mutual Fund NR | Mutual Funds | — | — | $30.9M | 4.1% | |
| Fidelity Extended Market Index Mutual Fund NR | Mutual Funds | — | — | $27.8M | 3.7% | |
| T. Rowe Price Mid-Cap Growth Mutual Fund NR | Other securities | — | — | $25.2M | 3.4% | |
| TROWE PRICE RETIREMENT HYBRID 2055 T.ROWE PRICE · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $24.5M | 3.3% | |
| American Funds Capital World Growth and Income Mutual Fund NR | Mutual Funds | — | — | $20.4M | 2.7% | |
| TROWE PRICE RETIREMENT HYBRID 2020 T.ROWE PRICE · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $18.3M | 2.5% | |
| TROWE PRICE RETIREMENT HYBRID 2060 T.ROWE PRICE · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $13.7M | 1.8% | |
| MFS Value Mutual Fund NR | Mutual Funds | — | — | $13.2M | 1.8% | |
| Fidelity Small Cap Index Mutual Fund NR | Mutual Funds | — | — | $12.7M | 1.7% | |
| Various, bearing interest from * Participant loans 2.75% to 9.50% - | Bonds / Notes | — | — | $12.2M | 1.6% | |
| Self-Managed Accounts Self-Managed Accounts NR | Other securities | — | — | $9.3M | 1.2% | |
| American Funds EuroPacific Growth Mutual Fund NR | Mutual Funds | — | — | $7.8M | 1.0% | |
| Metropolitan West Total Return Bond Mutual Fund NR | Other securities | — | — | $7.6M | 1.0% | |
| MFS Mid Cap Value Mutual Fund NR | Mutual Funds | — | — | $7.1M | 1.0% | |
| TROWE PRICE RETIREMENT HYBRID 2015 T.ROWE PRICE · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $6.3M | 0.8% | |
| Victory Sycamore Small Company Mutual Fund NR | Common Stocks | — | — | $6.2M | 0.8% | |
| BlackRock High Yield Bond Mutual Fund NR | Other securities | — | — | $5.6M | 0.7% | |
| WASATCH CORE GROWTH CIT WASATCH CORE GROWTH CIT - CLASS A CIT · EIN 84-2433108 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.6% | |
| T. Rowe Price Hybrid 2065 Collective Trust Fund NR | Common Collective Trusts | — | — | $4.0M | 0.5% | |
| TROWE PRICE RETIREMENT HYBRID 2065 T.ROWE PRICE · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $3.9M | 0.5% | |
| TROWE PRICE RETIREMENT HYBRID 2010 T.ROWE PRICE · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $3.2M | 0.4% | |
| TROWE PRICE RETIREMENT HYBRID 2005 T.ROWE PRICE · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| John Hancock Alternative Asset Allocation Mutual Fund NR | Other securities | — | — | $1.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 53-0819607 |
| — |
| CONSULTANT |
| $85K |
| — |
