Ambree Gossman signed Davis MAIL Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis MAIL Services, Inc.'s EIN is 26-2864093.
Download the official 2024 Form 5500 (PDF) for Davis MAIL Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis MAIL 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | 83-1239374 | — | NONE | $20K | — |
| ASSURED PARTNERS CAPITAL INC |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMER FNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $409K | 16.4% | |
| GREAT GRAY TRUST AMER FNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $365K | 14.6% | |
| GREAT GRAY TRUST AMER FNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $362K | 14.5% | |
| GREAT GRAY TRUST AMER FNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $297K | 11.9% | |
| GREAT GRAY TRUST AMER FNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $213K | 8.5% | |
| GREAT GRAY TRUST AMER FNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $203K | 8.1% | |
| GREAT GRAY TRUST AMER FNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $131K | 5.2% | |
| GREAT GRAY TRUST AMER FNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $123K | 4.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $110K | 4.4% | |
| GREAT GRAY TRUST AMER FNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $81K | 3.2% | |
| GREAT GRAY TRUST AMER FNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $66K | 2.6% | |
| GREAT GRAY TRUST AMER FNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $26K | 1.1% | |
| GREAT GRAY TRUST AMER FNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $26K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $11K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $7K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6K | 0.2% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $5K | 0.2% | |
| PGIM High-Yield R6 Mutual Funds ** 231 * EI Fixed Account - Series Class I Fixed Annuities | Common Stocks | — | — | $5K | 0.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3K | 0.1% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3K | 0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2K | <0.1% | |
| American Funds American Funds Bond Fund of America | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM High Yield ** 232 Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $2K | <0.1% | |
| CORE PLUS BOND FUND FEE CL R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $893 | <0.1% | |
| MID CAP GROWTH FUND FEE CL R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $506 | <0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $479 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LAKE MARY, FL |
| NONE |
| $14K |
| — |
