Philip Harmon signed Food Service Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Food Service Holdings, LLC's EIN is 35-2552704.
Download the official 2024 Form 5500 (PDF) for Food Service Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Food Service Holdings, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT K Registered Investment Company | Common Stocks | — | — | $1.2M | 21.9% | |
| BAIRD CORE PLUS BOND INST Registered Investment Company ** 75 BLACKROCK LIFEPATH INDEX 2030 K Registered Investment Company | Common Stocks | — | — | $664K | 12.3% | |
| BLACKROCK LIFEPATH INDEX 2040 K Registered Investment Company | Common Stocks | — | — | $639K | 11.9% | |
| BLACKROCK LIFEPATH INDEX 2035 K Registered Investment Company | Common Stocks | — | — | $503K | 9.4% | |
| BLACKROCK LIFEPATH INDEX 2055 K Registered Investment Company | Common Stocks | — | — | $502K | 9.3% | |
| VANGUARD GROWTH INDEX ADM Registered Investment Company | Mutual Funds | — | — | $442K | 8.2% | |
| BLACKROCK LIFEPATH INDEX 2045 K Registered Investment Company | Common Stocks | — | — | $377K | 7.0% | |
| BLACKROCK LIFEPATH INDEX 2060 K Registered Investment Company | Common Stocks | — | — | $348K | 6.5% | |
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $239K | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company | Common Stocks | — | — | $163K | 3.0% | |
| maturing through November 2029. 0 | Other securities | — | — | $133K | 2.5% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL Registered Investment Company ** 43 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Company ** 34 VANGUARD TOTAL STOCK MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $117K | 2.2% | |
| BLACKROCK LIFEPATH INDEX 2065 K Registered Investment Company | Common Stocks | — | — | $41K | 0.8% | |
| PRINCIPAL GLOBAL REAL ESTATE SEC R6 Registered Investment Company ** 49 VANGUARD EMERGING MKTS STOCK IDX ADM Registered Investment Company ** 15 VANGUARD FEDERAL MONEY MARKET INV Registered Investment Company | Common Collective Trusts | — | — | $32K | 0.6% | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $56 | <0.1% |
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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | PASADENA, CA | AUDITOR | $19K | — |
