James Youmans signed Bunch Business Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bunch Business Services, LLC's EIN is 32-0288319.
Download the official 2024 Form 5500 (PDF) for Bunch Business Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bunch Business 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | — | SYRACUSE, NY | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $844K | 15.4% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $663K | 12.1% | |
| AC STRAT ALLOC CONS FUND - A 505 REGISTERED INVESTMENT COMPANY ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $635K | 11.6% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $621K | 11.3% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $524K | 9.5% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $437K | 8.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $328K | 6.0% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $328K | 6.0% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $272K | 5.0% | |
| AMER CENT FOC GLOB GRTH - A | Registered Investment Companies | — | — | $152K | 2.8% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $107K | 2.0% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $106K | 1.9% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $79K | 1.4% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $78K | 1.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $50K | 0.9% | |
| AC STRAT ALLOC AGG FUND - A 569 REGISTERED INVESTMENT COMPANY PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $48K | 0.9% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $18K | 0.3% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $17K | 0.3% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $9K | 0.2% | |
| INV DEVELOP MARKETS-A 481 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $6K | 0.1% | |
| PARAMETRIC COMMODITY STRAT A | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT FUN EQUITY FND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $1K | <0.1% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $749 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $643 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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