Ginamarie Cardoza signed Homesite Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homesite Services, Inc.'s EIN is 37-1502322.
Download the official 2024 Form 5500 (PDF) for Homesite Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homesite 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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | — | SAN FRANCISCO, CA | FIDUCIARY ADVISOR | $40K | — |
| FAST 401K INC DBA EPLAN SERVICES IN | 36-4352674 | — | PENSION CONSULTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BANC Master Deposit Account B Cash equivalent | Cash / Money Market | — | — | $2.9M | 32.3% | |
| Goldman Sachs Mid Cap Value Fund A Mutual fund | Other securities | — | — | $947K | 10.7% | |
| Allspring Premier Large Company Growth Fund A Mutual fund | Common Stocks | — | — | $914K | 10.3% | |
| Oakmark Equity & Income I Mutual fund | Other securities | — | — | $789K | 8.9% | |
| Allspring Growth Fund A Mutual fund | Other securities | — | — | $672K | 7.6% | |
| Lord Abbett Value Opportunities Fund A Mutual fund | Mutual Funds | — | — | $555K | 6.2% | |
| Davis New York Venture Fund A Mutual fund | Other securities | — | — | $490K | 5.5% | |
| Invesco Small Cap Equity Fund A Mutual fund | Mutual Funds | — | — | $490K | 5.5% | |
| Templeton Growth A Mutual fund | Mutual Funds | — | — | $391K | 4.4% | |
| Allspring Diversified Income Builder Fund A Mutual fund | Other securities | — | — | $222K | 2.5% | |
| Allspring Emerging Markets Equity A Mutual fund | Other securities | — | — | $215K | 2.4% | |
| Allspring Asset Allocation Fund A Mutual fund | Other securities | — | — | $187K | 2.1% | |
| Participant Loans 5.25% to 10.50%, various maturity dates | Bonds / Notes | — | — | $104K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
