Michael Moeller II signed PAR Excellence Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAR Excellence Systems, Inc.'s EIN is 31-1364116.
Download the official 2024 Form 5500 (PDF) for PAR Excellence Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PAR Excellence Systems, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 17.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 16.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 8.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $896K | 6.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $695K | 5.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $644K | 4.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $490K | 3.5% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $411K | 2.9% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $326K | 2.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $322K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $292K | 2.1% | |
| HARTFORD MIDCAP R5 | Registered Investment Companies | — | — | $253K | 1.8% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $252K | 1.8% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $161K | 1.2% | |
| WESTERN ASSET CORE PLUS BOND I | Registered Investment Companies | — | — | $149K | 1.1% | |
| PARAMETRIC INTL EQUITY I | Registered Investment Companies | — | — | $145K | 1.0% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $144K | 1.0% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $111K | 0.8% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $66K | 0.5% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $48K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
