Tom Smith signed Group Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Group Management Services, Inc.'s EIN is 34-1707723.
Download the official 2024 Form 5500 (PDF) for Group Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Group Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $472K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $395.5M | 94.2% | |
| BLACKROCK EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $40.4M | 9.6% | |
| MYWAYRETMENT IDX AGG 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $34.1M | 8.1% | |
| MYWAYRETMENT IDX MOD 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $33.6M | 8.0% | |
| MYWAYRETMENT INDEX RETMENT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $31.6M | 7.5% | |
| MYWAYRETMENT IDX AGG 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $27.6M | 6.6% | |
| MYWAYRETMENT IDX MOD 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $25.7M | 6.1% | |
| MYWAYRETRMNT LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $24.4M | 5.8% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $22.6M | 5.4% | |
| MYWAYRETMENT IDX MOD 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $17.2M | 4.1% | |
| MYWAYRETRMNT BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $15.2M | 3.6% | |
| MYWAYRETRMNT LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $13.1M | 3.1% | |
| MYWAYRETMENT IDX AGG 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $12.0M | 2.9% | |
| MYWAYRETRMNT INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $8.9M | 2.1% | |
| BLACKROCK MID CAP EQ IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $8.9M | 2.1% | |
| BLACKROCK EAFE EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $8.8M | 2.1% | |
| BLACKROCK RUSSELL 2000 IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $8.8M | 2.1% | |
| MYWAYRETRMNT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $7.9M | 1.9% | |
| MYWAYRETRMNT CORE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 355 | Pooled Separate Account | — | — | $7.2M | 1.7% | |
| MYWAYRETRMNT MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $7.1M | 1.7% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $6.2M | 1.5% | |
| MYWAYRETRMNT SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $5.7M | 1.4% | |
| MYWAYRETRMNT EMRGNG MKT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $4.7M | 1.1% | |
| MYWAYRETRMNT MLTISCTR BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $4.4M | 1.0% | |
| MYWAYRETMENT IDX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $3.7M | 0.9% | |
| BLACKROCK U.S. TIPS INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 344 | Pooled Separate Account | — | — | $3.6M | 0.9% | |
| MYWAYRETRMNT SM CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $3.6M | 0.9% | |
| MYWAYRETRMNT INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $3.2M | 0.8% | |
| MYWAYRETRMNT REAL ESTT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| MYWAYRETMENT COMMODITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $1.5M | 0.4% | |
| MYWAYRETRMNT GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $1.3M | 0.3% | |
| MYWAYRETMENT IDX MOD 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | BROKER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP MANAGEMENT SERVICES | — | — | PLAN ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRIGAN KRAUSE | 37-1574855 | — | AUDITOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDONALD HOPKINS LLC | 34-1059058 | — | LEGAL | $14K | — |
