Plan Fiduciary Services, Inc.'s EIN is 27-3523833.
Download the official 2024 Form 5500 (PDF) for Plan Fiduciary Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Fiduciary Services, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement Fund | Other securities | — | — | $4.1M | 19.9% | |
| BlackRock Lifepath Index 2035 Fund | Other securities | — | — | $3.6M | 17.5% | |
| Empower EI Fixed Account - Series Class II | Other securities | — | — | $2.6M | 12.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 10.2% | |
| BlackRock Lifepath Index 2030 Fund | Other securities | — | — | $1.6M | 8.0% | |
| BlackRock Lifepath Index 2045 Fund | Other securities | — | — | $942K | 4.6% | |
| BlackRock Lifepath Index 2050 Fund | Other securities | — | — | $753K | 3.7% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | — | $729K | 3.6% | |
| BlackRock Lifepath Index 2055 Fund | Other securities | — | — | $526K | 2.6% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $383K | 1.9% | |
| LARGE CAP VALUE FUND CLASS RI GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $355K | 1.7% | |
| BlackRock Lifepath Index 2040 Fund | Other securities | — | — | $262K | 1.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $231K | 1.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $219K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $212K | 1.0% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $184K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $183K | 0.9% | |
| Participant loans Interest rates range from 4.25% to - | Bonds / Notes | — | — | $170K | 0.8% | |
| Ishares MSCI Eafe International Index Fund | Common Collective Trusts | — | — | $165K | 0.8% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $161K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $157K | 0.8% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $140K | 0.7% | |
| Invesco Real Estate Fund | Mutual Funds | — | — | $106K | 0.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $105K | 0.5% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $64K | 0.3% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $56K | 0.3% | |
| BlackRock Lifepath Index 2060 Fund | Other securities | — | — | $55K | 0.3% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $50K | 0.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $38K | 0.2% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $38K | 0.2% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $37K | 0.2% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $36K | 0.2% | |
| BlackRock Lifepath Index 2065 Fund | Other securities | — | — | $33K | 0.2% | |
| State Street Aggregate Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.1% | |
| PGIM High-Yield Fund | Other securities | — | — | $18K | <0.1% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | 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.
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | LEAWOOD, KS | OTHER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES,LLC | — | CLEARWATER, FL | CONTRACT ADMIN | $56K | — |
