Catalina Pinon signed Sertoma Star Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sertoma Star Services' EIN is 23-7294685.
Download the official 2024 Form 5500 (PDF) for Sertoma Star Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sertoma Star Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT LLC | 20-5122562 | CHICAGO, IL | ADVISOR | $10K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $63K | 0.7% |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT | 20-5122562 | — | SERVICE PROVIDER | $0 | — |
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | SERVICE PROVIDER | $0 | — |
