Tonia ETOH signed International Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Services, Inc.'s EIN is 36-3788558.
Download the official 2024 Form 5500 (PDF) for International Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Services, Inc.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $3.9M | 12.1% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $3.1M | 9.5% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $2.2M | 6.9% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $2.2M | 6.7% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $2.0M | 6.3% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 5.0% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.5M | 4.6% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $1.5M | 4.5% | |
| SSGA RUSSELL SMALL CAP INDX FD CL S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 3.5% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $1.0M | 3.2% | |
| Large Cap Growth Fund IV Fee Class R1 | Other securities | — | — | $945K | 2.9% | |
| GREAT GRAY GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $945K | 2.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $928K | 2.9% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $868K | 2.7% | |
| Participant Loans (maturity dates ranging from January 2025 to May 2048, interest rates ranging from 4.25% to 9.50%) | Bonds / Notes | — | — | $740K | 2.3% | |
| LARGE CAP GROWTH FUND II FEE CL R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $699K | 2.2% | |
| (b)(c) CURRENT (a) IDENTITY OF ISSUE AND DESCRIPTION OF INVESTMENT VALUE* State St Intl Indx NL CL C | Common Stocks | — | — | $693K | 2.2% | |
| SSGA INTERNATIONAL INDEX FUND CLS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $693K | 2.2% | |
| MFS Technology R6 | Mutual Funds | — | — | $679K | 2.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $505K | 1.6% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $465K | 1.4% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $461K | 1.4% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $429K | 1.3% | |
| LARGE CAP VALUE FUND II CLASS R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $374K | 1.2% | |
| T. Rowe Price U.S. Equity Research I | Other securities | — | — | $372K | 1.2% | |
| American Century Emerging Markets R6 | Other securities | — | — | $365K | 1.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $362K | 1.1% | |
| American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $334K | 1.0% | |
| Pimco Income Inst'l | Mutual Funds | — | — | $313K | 1.0% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $305K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $214K | 0.7% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $172K | 0.5% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $163K | 0.5% | |
| AB Global Bond Z | Other securities | — | — | $135K | 0.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $116K | 0.4% | |
| PGIM Global Real Estate R6 | Other securities | — | — | $97K | 0.3% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $92K | 0.3% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | NORTHBROOK, IL | CONTRACT ADMIN | $0 | — |
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAY KAISER LTD | — | OAKBROOK TERRACE, IL | AUDITOR | $14K | — |
