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 self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $192K | — |
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 | |||||
|---|---|---|---|---|---|---|
| maturity Cost (a) value * Empower Annuity Insurance Company of America Mutual Funds | Common Stocks | — | — | $13.0M | 13.9% | |
| Empower Annuity Insurance Company of America Great Gray Trust American Funds 2050 I | Mutual Funds | — | — | $10.4M | 11.1% | |
| Empower Annuity Insurance Company of America AM1 Domestic Equity Class 1 | Common Stocks | — | — | $9.5M | 10.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $9.4M | 10.1% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $9.3M | 9.9% | |
| GREATGRAY TRUST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $8.3M | 8.9% | |
| GREATGRAY TRUST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $8.1M | 8.6% | |
| GREATGRAY TRUST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $7.0M | 7.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $6.0M | 6.5% | |
| Empower Annuity Insurance Company of America Great Gray Trust American Funds 2035 I | Mutual Funds | — | — | $5.1M | 5.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $5.1M | 5.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $4.9M | 5.2% | |
| GREATGRAY TRUST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $4.5M | 4.8% | |
| GREATGRAY TRUST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.6M | 2.8% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.8% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.6% | |
| Empower Annuity Insurance Company of America AM1 Income Class 1 | Common Stocks | — | — | $2.4M | 2.6% | |
| Empower Annuity Insurance Company of America Fixed Annuities | Common Stocks | — | — | $1.7M | 1.8% | |
| GREATGRAY TRUST AMERICAN FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| Participant Loans Various Interest Rates 4.25% to 10.50% | Bonds / Notes | — | — | $1.1M | 1.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2050 GREAT GRAY · EIN 99-0817374 / PN 570 | Common Collective Trust | — | — | $934K | 1.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $779K | 0.8% | |
| GREATGRAY TRUST AMERICAN FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $445K | 0.5% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $441K | 0.5% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $271K | 0.3% | |
| Forfetures | Other securities | — | — | $202K | 0.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $178K | 0.2% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $107K | 0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $105K | 0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2035 GREAT GRAY · EIN 82-1986152 / PN 567 | Common Collective Trust | — | — | $28K | <0.1% | |
| Empower Annuity Insurance Company of America AM1 Income Class 1 | Common Stocks | — | — | $13K | <0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2045 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SOUDERS FINANCIAL ADVISORS | — | CINCINNATI, OH | INVESTMENT/ADVISOR/OTHER | $76K | — |
| ONEDIGITAL INVESTMENT ADVISORS | — | DALLAS, TX | INVESTMENT ADVISOR | $71K | — |
| CAMBRIDGE INVESTMENT | — | FAIRFIELD, IA | INVESTMENT/ADVISOR/OTHER | $53K | — |
| RESOURCES INVESTMENTS ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT/ADVISOR/OTHER | $53K | — |
| THURSTON SPRINGER ADVISORS LLC | — | NDIANAPOLIS, IN | INVESTMENT ADVISOR | $26K | — |
| FIRST AMERICAN ASSET ADVISORY LLC | — | GARDEN CITY, NY | INVESTMENT ADVISOR | $11K | — |
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | BROKER/ADVISOR/OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS INVESTMENTS INC | — | DULUTH, GA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HMM CPAS LLP | — | HAUPPAUGE, NY | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES | — | CLEARWATER, FL | CONTRACT/ADMIN | $393K | — |
| COULTER & JUSTUS, PC | — | KNOXVILLE, TN | OTHER | $13K | — |
| CEP CONSULTANTS INC | — | HAUPPAUGE, NY | OTHER | $8K | — |
