Donna O'NEILL signed Printmail Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Printmail Solutions, Inc.'s EIN is 23-2976299.
Download the official 2024 Form 5500 (PDF) for Printmail Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Printmail Solutions, Inc.'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 | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS | — | SOUTH BARRINGTON, IL | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $2.8M | 25.5% | |
| COLUMBIA LG CAP IDX A | Registered Investment Companies | — | — | $1.4M | 13.3% | |
| MFS GRTH ALLOC R3 | Registered Investment Companies | — | — | $860K | 7.9% | |
| FIDELITY ADVISOR EQUITY GR A | Registered Investment Companies | — | — | $662K | 6.1% | |
| MFS MOD ALLOC - R3 | Registered Investment Companies | — | — | $636K | 5.8% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $506K | 4.7% | |
| FID ADVISOR SMALL CAP GR A | Registered Investment Companies | — | — | $477K | 4.4% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $354K | 3.3% | |
| MFS CON ALLOC R3 | Registered Investment Companies | — | — | $331K | 3.0% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $315K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $261K | 2.4% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $261K | 2.4% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $240K | 2.2% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $231K | 2.1% | |
| JPMORGAN MID CAP GROWTH - A | Registered Investment Companies | — | — | $223K | 2.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $189K | 1.7% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $181K | 1.7% | |
| EV SHORT DUR INFLATION-PR INC | Registered Investment Companies | — | — | $148K | 1.4% | |
| GUGGENHEIM TOTAL RETURN BOND A | Registered Investment Companies | — | — | $142K | 1.3% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $141K | 1.3% | |
| AM FNDS U.S. GOVT SEC FND - R4 | Registered Investment Companies | — | — | $114K | 1.1% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $67K | 0.6% | |
| PIMCO GLOBAL BOND OPPUSD HED A | Registered Investment Companies | — | — | $58K | 0.5% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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