James Rounsavall signed Pipeline Supply & Services, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pipeline Supply & Services, LLC's EIN is 27-4298524.
Download the official 2022 Form 5500 (PDF) for Pipeline Supply & Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Pipeline Supply & Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Key Guaranteed Portfolio | Guaranteed Income / GIC | — | — | $2.7M | 13.2% | |
| IShares S&P 500 Index K 4,591 shares | Common Collective Trusts | — | $5K | $2.1M | 10.1% | |
| Blackrock Lifepath Index 2045 K 103,178 shares | Other securities | — | $103K | $1.7M | 8.6% | |
| Blackrock Lifepath Index 2025 K 127,395 shares | Other securities | — | $127K | $1.7M | 8.5% | |
| American Funds Washington Mutual R6 21,796 shares | Mutual Funds | — | $22K | $1.1M | 5.6% | |
| Blackrock Lifepath Index Retirement K 78,909 shares | Mutual Funds | — | $79K | $963K | 4.7% | |
| American Funds New Perspective R6 18,774 shares | Mutual Funds | — | $19K | $888K | 4.4% | |
| Blackrock Lifepath Index 2035 K 55,391 shares | Other securities | — | $55K | $850K | 4.2% | |
| Blackrock Lifepath Index 2055 K 47,562 shares | Other securities | — | $48K | $847K | 4.2% | |
| JPMorgan Smartretirement Income R6 17,977 shares | Other securities | — | $18K | $804K | 4.0% | |
| T. Rowe Price Blue Chip Growth I 6,828 shares | Other securities | — | $7K | $710K | 3.5% | |
| Undiscovered Managers Behavioral Value R6 8,745 shares | Other securities | — | $9K | $663K | 3.3% | |
| Blackrock Lifepath Index 2030 K 41,833 shares | Other securities | — | $42K | $602K | 3.0% | |
| Blackrock Lifepath Index 2040 K 36,602 shares | Other securities | — | $37K | $589K | 2.9% | |
| Western Asset Core Plus Bond IS 48,949 shares | Other securities | — | $49K | $458K | 2.3% | |
| Participant Loans * Participant loans Interest rates ranging from | Participant loans | — | — | $411K | 2.0% | |
| Janus Henderson Balanced N 10,752 shares | Mutual Funds | — | $11K | $404K | 2.0% | |
| Janus Henderson Enterprise N 3,125 shares | Mutual Funds | — | $3K | $379K | 1.9% | |
| IShares Russell Mid-Cap Index K 28,132 shares | Other securities | — | $28K | $339K | 1.7% | |
| MFS International Value R6 8,973 shares | Mutual Funds | — | $9K | $321K | 1.6% | |
| Blackrock Lifepath Index 2050 K 17,989 shares | Other securities | — | $18K | $312K | 1.5% | |
| PIMCO Real Return Institutional 28,564 shares | Mutual Funds | — | $29K | $285K | 1.4% | |
| Lord Abbett High Yield R6 36,509 shares | Mutual Funds | — | $37K | $224K | 1.1% | |
| JPMorgan Small Cap Equity R6 4,307 shares | Other securities | — | $4K | $217K | 1.1% | |
| PIMCO Income Institutional 17,258 shares | Mutual Funds | — | $17K | $179K | 0.9% | |
| Columbia Emerging Markets Institutional 3 13,780 shares | Other securities | — | $14K | $160K | 0.8% | |
| American Funds Europacific GR R6 2,709 shares | Mutual Funds | — | $3K | $133K | 0.7% | |
| Blackrock Lifepath Index 2060 K 7,118 shares | Other securities | — | $7K | $113K | 0.6% | |
| Conestoga Small Cap Institutional 1,643 shares | Other securities | — | $2K | $99K | 0.5% | |
| Cohen & Steers Real Estate Securities Z 1,545 shares | Other securities | — | $2K | $23K | 0.1% | |
| Blackrock Lifepath Index 2065 K 857 shares | Other securities | — | — | $10K | <0.1% | |
| Janus Henderson Global Equity Income I 1,139 shares | Mutual Funds | — | $1K | $7K | <0.1% | |
| Neuberger Berman Large Cap Value Fund Class R6 119 shares | Other securities | — | — | $5K | <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 |
|---|---|---|---|---|---|
| BKD, LLP | — | SPRINGFIELD, MO | AUDITOR | $20K | — |
