Jamie Wilson signed Compusystems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compusystems, Inc.'s EIN is 36-2877892.
Download the official 2024 Form 5500 (PDF) for Compusystems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compusystems, 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 | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 19.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 13.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $976K | 9.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $812K | 7.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $676K | 6.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $605K | 5.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $549K | 5.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $536K | 5.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $388K | 3.6% | |
| MS DISCOVERY PORTFOLIO I | Registered Investment Companies | — | — | $379K | 3.6% | |
| FID SELECT TECHNOLOGY PORT | Registered Investment Companies | — | — | $282K | 2.6% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $249K | 2.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $177K | 1.7% | |
| FIDELITY SELECT HEALTH CARE | Registered Investment Companies | — | — | $155K | 1.5% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $130K | 1.2% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $100K | 0.9% | |
| VAN GLOBAL EQUITY - INV 223 REGISTERED INVESTMENT COMPANY FRANKLIN SCV R6 | Registered Investment Companies | — | — | $99K | 0.9% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $95K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $83K | 0.8% | |
| DOMINI IMPACT EQUITY INVESTOR | Registered Investment Companies | — | — | $76K | 0.7% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $69K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $64K | 0.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $56K | 0.5% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $55K | 0.5% | |
| FIDELITY CAPITAL & INCOME | Registered Investment Companies | — | — | $51K | 0.5% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $45K | 0.4% | |
| VOYA GLOBAL BOND R6 | Registered Investment Companies | — | — | $33K | 0.3% | |
| VAN WINDSOR - INV | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $18K | 0.2% | |
| JANUS H OVERSEAS FUND I | Registered Investment Companies | — | — | $17K | 0.2% | |
| VAN WELLESLEY INCOME - INV | Registered Investment Companies | — | — | $17K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $12K | 0.1% | |
| FIDELITY ADVISOR GOLD FUND - I | Registered Investment Companies | — | — | $11K | <0.1% | |
| BLACKROCK CHINA A OPPS K | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY LOW PRICED STOCK K | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORS |
| $41K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BG ADVISORS , CPA | 82-4176202 | — | ACCOUNTANT | $8K | — |
