Joseph Simon signed CNY Business Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CNY Business Solutions' EIN is 35-2597966.
Download the official 2024 Form 5500 (PDF) for CNY Business Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CNY Business Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | CEDAR RAPIDS, IA | RECORDKEEPER | $45K | — |
| FJC & ASSOCIATES,INC | 06-1086115 | SANDY HOOK, CT | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds Large Cap Growth R6 | Other securities | — | — | $1.7M | 12.8% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.5M | 11.2% | |
| GOLDMAN SACHS STABLE VALUE INVESTOR GOLDMAN SACHS STABLE VALUE INVESTOR CLASS 1 · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.1M | 7.9% | |
| The American Funds New Perspective R5 | Mutual Funds | — | — | $787K | 5.8% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $711K | 5.3% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $686K | 5.1% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $657K | 4.9% | |
| MFS Investment Management Value R6 | Mutual Funds | — | — | $573K | 4.3% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $552K | 4.1% | |
| Invesco Discovery Mid Cap Growth Y | Mutual Funds | — | — | $483K | 3.6% | |
| JP Morgan Funds US Equity R6 | Other securities | — | — | $468K | 3.5% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $441K | 3.3% | |
| Jhancock Diciplined Value Mid Cap R6 | Other securities | — | — | $440K | 3.3% | |
| Jhancock Balances R6 | Other securities | — | — | $405K | 3.0% | |
| BlackRock Total Return Instl | Other securities | — | — | $323K | 2.4% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $289K | 2.1% | |
| Allspring Special Sm Cap Value R6 | Other securities | — | — | $280K | 2.1% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $268K | 2.0% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $253K | 1.9% | |
| The American Funds New World R4 | Mutual Funds | — | — | $240K | 1.8% | |
| Participant Loans Interest rates ranging from 5.00% - 9.50% N/A | Bonds / Notes | — | — | $230K | 1.7% | |
| The American Funds American Balanced R6 | Mutual Funds | — | — | $207K | 1.5% | |
| DWS Real Estate Real Estate Securities S | Other securities | — | — | $165K | 1.2% | |
| MFS Investment Management Internation Growth R6 | Mutual Funds | — | — | $141K | 1.0% | |
| Goldman Sachs Small/Mid Cap Growth Instl | Other securities | — | — | $141K | 1.0% | |
| AB Global Bond A | Other securities | — | — | $126K | 0.9% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $106K | 0.8% | |
| T. Rowe Price International Eq Index | Other securities | — | — | $65K | 0.5% | |
| M&N Rainier International Discovery Series I | Other securities | — | — | $50K | 0.4% | |
| MFS Investment Management MFS Aggressive Growth Allocation R4 | Mutual Funds | — | — | $38K | 0.3% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $33K | 0.2% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES,LLC |
| 35-2552359 |
| AUSTIN, TX |
| INVESTMENT ADVISORY |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI ADVISOR & ACCOUNTANTS | 11-3266576 | — | AUDIT | $17K | — |
