Scott Ripke signed Service, Inc. of Illinois' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service, Inc. of Illinois' EIN is 36-3670951.
Download the official 2024 Form 5500 (PDF) for Service, Inc. of Illinois from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service, Inc. of Illinois' 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2040 | Other securities | — | — | $1.9M | 24.2% | |
| T. Rowe Price Retirement I 2030 | Other securities | — | — | $1.3M | 15.9% | |
| T. Rowe Price Retirement I 2050 | Other securities | — | — | $994K | 12.4% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $664K | 8.3% | |
| T. Rowe Price Retirement I 2020 | Other securities | — | — | $446K | 5.5% | |
| T. Rowe Price Retirement I 2055 ** 280 T. Rowe Price Retirement I 2060 | Other securities | — | — | $444K | 5.5% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST CO · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $207K | 2.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $199K | 2.5% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $151K | 1.9% | |
| (1) Notes receivable from participants (interest rates 3.25% - 8.50%) | Bonds / Notes | — | — | $150K | 1.9% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $146K | 1.8% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $124K | 1.5% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $112K | 1.4% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $105K | 1.3% | |
| Vanguard Mid Cap Value | Mutual Funds | — | — | $105K | 1.3% | |
| T. Rowe Price Retirement Balance Fund | Other securities | — | — | $95K | 1.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $72K | 0.9% | |
| Federated Institutional High Yield Bond | Other securities | — | — | $54K | 0.7% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $53K | 0.7% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $44K | 0.6% | |
| Invesco Oppenheimer Global Fund R6 | Mutual Funds | — | — | $33K | 0.4% | |
| T. Rowe Price Real Estate Fund | Other securities | — | — | $31K | 0.4% | |
| T. Rowe Price Retirement I 2010 | Other securities | — | — | $26K | 0.3% | |
| Vanguard Short-Term Investment Grade | Mutual Funds | — | — | $9K | 0.1% | |
| T. Rowe Price Retirement I 2065 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
