Mark Wilkin signed Andesa Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andesa Services, Inc.'s EIN is 23-2545253.
Download the official 2024 Form 5500 (PDF) for Andesa Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andesa Services, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institional Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.0M | 17.3% | |
| JP Morgan Large Cap Growth Fund; Class R6 Mutual Fund | Other securities | — | — | $3.2M | 9.3% | |
| Vanguard Tgt Retirement 2040 Mutual Fund | Mutual Funds | — | — | $3.0M | 8.6% | |
| Vanguard Tgt Retirement 2050 Mutual Fund | Mutual Funds | — | — | $2.5M | 7.1% | |
| Vanguard Tgt Retirement 2030 Mutual Fund | Mutual Funds | — | — | $2.3M | 6.6% | |
| Vanguard Tgt Retirement 2045 Mutual Fund | Mutual Funds | — | — | $1.9M | 5.5% | |
| Vanguard Wellington Inv Mutual Fund | Mutual Funds | — | — | $1.9M | 5.3% | |
| BlackRock Advantage Intl Fund Mutual Fund | Other securities | — | — | $1.5M | 4.3% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| Vanguard Tgt Retirement 2025 Mutual Fund | Mutual Funds | — | — | $1.3M | 3.8% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| VANGUARD RETIRE SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Vanguard Total Bd Mkt Indx Inv Mutual Fund | Mutual Funds | — | — | $1.1M | 3.3% | |
| Vanguard Extend Mkt Index Inv Mutual Fund | Mutual Funds | — | — | $891K | 2.6% | |
| Vanguard Tgt Retirement 2060 Mutual Fund | Mutual Funds | — | — | $838K | 2.4% | |
| Victory Sycamore Est Value Fund, Cl R6 Mutual Fund | Other securities | — | — | $779K | 2.2% | |
| Vanguard Tgt Retirement 2035 Mutual Fund | Mutual Funds | — | — | $764K | 2.2% | |
| Vanguard Tgt Retirement 2055 Mutual Fund | Mutual Funds | — | — | $666K | 1.9% | |
| Vanguard Target Retirement Inc Mutual Fund | Mutual Funds | — | — | $595K | 1.7% | |
| Vanguard Explorer Fund Inv Mutual Fund | Mutual Funds | — | — | $372K | 1.1% | |
| Notes receivable from participants Interest rates ranging from - | Other securities | — | — | $302K | 0.9% | |
| Vanguard GNMA Investor Shares Mutual Fund | Agency / Mortgage-Backed | — | — | $239K | 0.7% | |
| Vanguard ST Investment Grd Inv Mutual Fund | Mutual Funds | — | — | $207K | 0.6% | |
| Vanguard Tgt Retirement 2020 Mutual Fund | Mutual Funds | — | — | $150K | 0.4% | |
| Vanguard Inflation Protection Fund Inv Mutual Fund | Mutual Funds | — | — | $147K | 0.4% | |
| Vanguard Tgt Retirement 2065 Mutual Fund | Mutual Funds | — | — | $121K | 0.3% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
