Missy Braley signed MSR- FSR, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MSR- FSR, LLC's EIN is 27-0715061.
Download the official 2024 Form 5500 (PDF) for MSR- FSR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MSR- FSR, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVTIAA LC 2040 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $843K | 11.5% | |
| AB US LG CAP GR U WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $823K | 11.2% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $776K | 10.6% | |
| NUVTIAA LC 2035 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $662K | 9.0% | |
| NUVTIAA LC 2030 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $580K | 7.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $577K | 7.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $430K | 5.9% | |
| NUVTIAA LC 2050 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $366K | 5.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $292K | 4.0% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $225K | 3.1% | |
| NUVTIAA LC 2020 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $204K | 2.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $200K | 2.7% | |
| NUVTIAA LC 2060 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $154K | 2.1% | |
| NUVTIAA LC 2025 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $152K | 2.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $148K | 2.0% | |
| NUVTIAA LC 2055 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $130K | 1.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $102K | 1.4% | |
| NUVTIAA LC 2045 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $95K | 1.3% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $92K | 1.2% | |
| NUVTIAA LC INCOME R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $84K | 1.1% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $71K | 1.0% | |
| NUVTIAA LC 2065 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $61K | 0.8% | |
| NUVTIAA LC 2010 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $46K | 0.6% | |
| PRI DIVERS INTERNATIONAL R6 | Registered Investment Companies | — | — | $46K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $45K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $44K | 0.6% | |
| NUVTIAA LC 2015 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
