Mandy McMeans signed Emtec Global Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emtec Global Services, LLC's EIN is 22-3386933.
Download the official 2024 Form 5500 (PDF) for Emtec Global Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emtec Global Services, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $45K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $6.1M | 14.0% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $4.2M | 9.6% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $3.3M | 7.7% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $3.2M | 7.5% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $2.4M | 5.5% | |
| JANUS HENDERSON ENTERPRISE - A | Registered Investment Companies | — | — | $2.3M | 5.4% | |
| FEDERATED CAPITAL PRESERV -ISP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.1% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $2.2M | 5.0% | |
| AMC LARGE CAP EQUITY A | Registered Investment Companies | — | — | $2.1M | 4.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.9M | 4.3% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 3.1% | |
| INVESCO CORPORATE BOND A | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $912K | 2.1% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $887K | 2.0% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $656K | 1.5% | |
| LOOMIS SAYLES INV GRADE BND A | Registered Investment Companies | — | — | $652K | 1.5% | |
| ALS EMERG MARKETS EQ ADV A | Registered Investment Companies | — | — | $626K | 1.4% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $527K | 1.2% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $489K | 1.1% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $409K | 0.9% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $344K | 0.8% | |
| PIMCO GLOBAL BOND OPPUSD HED A | Registered Investment Companies | — | — | $263K | 0.6% | |
| EATON VANCE FLOAT RATE ADV A | Registered Investment Companies | — | — | $238K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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