CFSC Shared Services LLC's EIN is 26-3701552.
Download the official 2024 Form 5500 (PDF) for CFSC Shared Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CFSC Shared Services LLC'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 |
|---|---|---|---|---|---|
| STANDARD FINANCIAL GROUP | 93-1253576 | — | NONE | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Admiral T Mutual Fund | Mutual Funds | — | — | $7.4M | 45.6% | |
| RELIANCE ADVISORY TRUST RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.0% | |
| JP Morgan US Equity R6 Mutual Fund | Other securities | — | — | $1.2M | 7.6% | |
| Mainstay Winslow Large Cap Gth Funds R6 Mutual Fund | Other securities | — | — | $1.2M | 7.5% | |
| MFS Research International R5 Mutual Fund | Mutual Funds | — | — | $716K | 4.4% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $706K | 4.4% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $701K | 4.3% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $548K | 3.4% | |
| Stable Value Fd D Common Trust Fund | Stable Value | — | — | $447K | 2.8% | |
| Vanguard FTSE Socil Idx Fd Adm Mutual Fund | Common Collective Trusts | — | — | $437K | 2.7% | |
| Columbia Small Cap Index R5 Mutual Fund | Other securities | — | — | $381K | 2.4% | |
| Reliance Advisory Inv60 Portfolio Common Trust Fund | Common Collective Trusts | — | — | $368K | 2.3% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $343K | 2.1% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $318K | 2.0% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $246K | 1.5% | |
| Hood River Small Cal Growth Fund Mutual Fund | Other securities | — | — | $215K | 1.3% | |
| Reliance Advisory Inv70 Portfolio Common Trust Fund | Common Collective Trusts | — | — | $212K | 1.3% | |
| Reliance Advisory Inv99 Portfolio Common Trust Fund | Common Collective Trusts | — | — | $74K | 0.5% | |
| MFS New Discovery Value R5 Mutual Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Reliance Advisory Inv20 Portfolio Common Trust Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Inflation-Protected Bnd Idx Fnd Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| GALLIARD RETIREMENT INCOME FUND WILMINGTON TRUST RETIREMENT & INSTITUTIONAL SERVICES · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
