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, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | BROKER/ ADVISER | $0 | — |
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 | |||
|---|---|---|---|
| STABLE VALUE FUND FEE CLASS RI GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | $86K | 49.7% |
| LARGE CAP VALUE FUND CLASS RI GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $33K | 19.2% |
| INTERNATIONAL STOCK RI GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | $33K | 19.1% |
| CORE BOND FUND CLASS RI GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | $21K | 12.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC. | — | CLEARWATER, FL | CONTRACT ADMIN | $7K | — |
