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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | SERVICE PROVIDER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING INC | 23-1702591 | — | SERVICE PROVIDER | $0 | — |
| BAY COLONY ADVISORY GRP INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRCK LIFEPATH IND 2035 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 38.8% | |
| BLKRCK LIFEPATH IND 2030 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 20.0% | |
| BLKRCK LIFEPATH IND 2040 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 15.0% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $445K | 6.3% | |
| BLKRCK LIFEPATH IND RET FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $445K | 6.3% | |
| BLKRCK LIFEPATH IND 2045 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $241K | 3.4% | |
| BLKRCK LIFEPATH IND 2055 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $172K | 2.4% | |
| Fund JP Morgan Large Cap Growth Fund | Other securities | — | — | $127K | 1.8% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $127K | 1.8% | |
| BLKRCK LIFEPATH IND 2060 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | 1.6% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $112K | 1.6% | |
| BLKRCK LIFEPATH IND 2050 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $86K | 1.2% | |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $80K | 1.1% | |
| FIDELITY MID CAP IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 1.0% | |
| BLKRCK LIFEPATH IND 2065 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $67K | 0.9% | |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62K | 0.9% | |
| ISHARES MSCI EAFE INDEX FND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $57K | 0.8% | |
| Participant loans Interest rates range from 4.25% to 9.5% - | Bonds / Notes | — | — | $46K | 0.7% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $35K | 0.5% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $26K | 0.4% | |
| FIDELITY SM CP IND FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| STATE STREET AGGR BD INDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| JP Morgan Small Cap Index Fund | Common Collective Trusts | — | — | $19K | 0.3% | |
| JPMORGAN SMCP GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| CORE BOND FUND R1 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $8K | 0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| INTERNATIONAL GROWTH FND II R1 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $2K | <0.1% | |
| ALLSPG SPEC SMCP VL FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLKRCK LIFEPATH IND 2025 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3520762 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
