Mary ANN Kowalonek signed Service Access & Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Access & Management, Inc.'s EIN is 23-2897133.
Download the official 2024 Form 5500 (PDF) for Service Access & Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Access & Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | INVESTMENT ADVISOR | $89K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Trust Company, FSB Nationwide Investor Destination Moderately Aggressive Fund Institutional | Common Stocks | — | — | $5.5M | 12.8% | |
| Registered Investment Companies Alliance Bernstein AB Large Cap Growth I | Other securities | — | — | $3.3M | 7.7% | |
| Fidelity Balance K6 | Mutual Funds | — | — | $3.0M | 6.9% | |
| Columbia Dividend Income Fund Institutional 2 Class | Other securities | — | — | $2.6M | 6.0% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $2.4M | 5.6% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.0M | 4.7% | |
| Putnam Investments Putnam Small Cap Growth Y | Mutual Funds | — | — | $1.9M | 4.5% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 3.8% | |
| Nationwide Trust Company, FSB Nationwide Investor Destination Aggressive Fund Institutional (R6) | Common Stocks | — | — | $1.6M | 3.8% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities R6 | Other securities | — | — | $1.6M | 3.7% | |
| Allspring Special Mid Cap Value Fund - Class Inst | Other securities | — | — | $1.4M | 3.3% | |
| Principal MidCap Fund Class R6 | Other securities | — | — | $1.2M | 2.9% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.2M | 2.8% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| Dimensional Fund Advisors Dimensional Fund Advisors Emerging Market Value | Mutual Funds | — | — | $1.1M | 2.5% | |
| American Funds American Funds Capital World Growth & Income (R6) | Mutual Funds | — | — | $988K | 2.3% | |
| Nationwide Trust Company, FSB Nationwide Investor Destination Moderately Conservative Fund Institutional | Common Stocks | — | — | $943K | 2.2% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $864K | 2.0% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $801K | 1.9% | |
| American Funds American Funds The Income Fund of America (R6) | Mutual Funds | — | — | $698K | 1.6% | |
| Fidelity Advisor Fidelity Advisor Strategic Income Fund (I) | Mutual Funds | — | — | $631K | 1.5% | |
| Participant Loans 5.25% to 10.50% | Bonds / Notes | — | — | $500K | 1.2% | |
| Nationwide Trust Company, FSB Nationwide Investor Destination Conservative Fund Institutional (R6) | Common Stocks | — | — | $367K | 0.9% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $333K | 0.8% | |
| US Funds Lord Abbett Short Duration Income (I) | Mutual Funds | — | — | $320K | 0.7% | |
| Putnam Investments Putnam Sustainable Leaders Fund (Y) | Mutual Funds | — | — | $317K | 0.7% | |
| Insurance Company Guaranteed Investment Contract * Nationwide Insurance Company Fixed Select Contract | Stable Value | — | — | $295K | 0.7% | |
| BlackRock Funds BlackRock Unconstrained Equity Fund Institution | Other securities | — | — | $252K | 0.6% | |
| Allspring Precious Metals Fund - Class Inst | Other securities | — | — | $246K | 0.6% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $175K | 0.4% | |
| BlackRock Funds BlackRock Natural Resources Trust Institutional | Other securities | — | — | $155K | 0.4% | |
| JP Morgan Principal High Yield Institutional | Other securities | — | — | $152K | 0.4% | |
| Invesco Advisers Invesco Global Opportunities Y | Mutual Funds | — | — | $132K | 0.3% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $101K | 0.2% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $100K | 0.2% | |
| PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $75K | 0.2% | |
| Federated Hermes Government Obligations Fund | Other securities | — | — | $68K | 0.2% | |
| PIMCO Total Return Fund Institutional | Mutual Funds | — | — | $47K | 0.1% | |
| The Vanguard Group Vanguard Target Retirement Income | Mutual Funds | — | — | $30K | <0.1% | |
| PIMCO Real Return Strategy Fund Institutional | Mutual Funds | — | — | $22K | <0.1% | |
| The Vanguard Group Vanguard Target Retirement 2070 Fund - Investor Class | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | TPA | $13K | — |
