Loyal Source Government Services, LLC's EIN is 30-0564703.
Download the official 2024 Form 5500 (PDF) for Loyal Source Government Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loyal Source Government Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $136K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.7M | 14.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.1M | 11.2% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.1M | 11.0% | |
| ISHARES S&P 500 INDEX K | Common Collective Trusts | — | — | $1.9M | 9.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.6M | 8.2% | |
| AMERICAN CENTURY ULTRA R6 | Other securities | — | — | $720K | 3.8% | |
| ISHARES RUSSELL MID-CAP INDEX K | Other securities | — | — | $591K | 3.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $514K | 2.7% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $453K | 2.4% | |
| ISHARES U.S. AGGREGATE BOND INDEX K | Other securities | — | — | $440K | 2.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K | Common Collective Trusts | — | — | $418K | 2.2% | |
| HARTFORD EQUITY INCOME R6 | Other securities | — | — | $413K | 2.2% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $351K | 1.8% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $335K | 1.8% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $298K | 1.6% | |
| ISHARES MSCI TOTAL INTERNATIONAL INDEX K | Other securities | — | — | $280K | 1.5% | |
| MASSMUTUAL MID CAP GROWTH I | Other securities | — | — | $272K | 1.4% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $263K | 1.4% | |
| GENERAL ACCOUNT | Other securities | — | — | $257K | 1.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $232K | 1.2% | |
| MASSMUTUAL INF-PROT AND INC I | Common Stocks | — | — | $221K | 1.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $219K | 1.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $217K | 1.1% | |
| AMERICAN FUNDS GR AND INC PORT R-6 | Mutual Funds | — | — | $205K | 1.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $204K | 1.1% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $186K | 1.0% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $179K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $177K | 0.9% | |
| AMERICAN FUNDS STRATEGIC BOND R6 | Mutual Funds | — | — | $173K | 0.9% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $155K | 0.8% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $151K | 0.8% | |
| AMER FUNDS CONSERV G/I PORTFOLIO R6 | Other securities | — | — | $140K | 0.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $124K | 0.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $121K | 0.6% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 | Mutual Funds | — | — | $118K | 0.6% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $99K | 0.5% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $95K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $49K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL I | Other securities | — | — | $46K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $43K | 0.2% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $30K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
| UBS FINANCIAL SERVICES INC |
| 13-2638166 |
| — |
| INVESTMENT ADVISOR |
| $51K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $38K | — |
