Lovell Custard signed Murtis Taylor Human Services System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Murtis Taylor Human Services System's EIN is 23-7158458.
Download the official 2024 Form 5500 (PDF) for Murtis Taylor Human Services System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Murtis Taylor Human Services System's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 403(b) annuity.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 47-1411118 | — | INVESTMENT ADVISORY | $375 | — |
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.6M | 87.8% | |
| [Assets held in participant loans] | Other | — | — | $205K | 2.7% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% |
| 47-1411118 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
