Annette Calhoun signed Seven Counties Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seven Counties Services' EIN is 31-0939757.
Download the official 2024 Form 5500 (PDF) for Seven Counties Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seven Counties Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $142K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | INVESTMENT ADVISORY | $0 | — |
