Julie Corpe signed Administration Systems Research Corporation International's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Administration Systems Research Corporation International's EIN is 38-2651185.
Download the official 2024 Form 5500 (PDF) for Administration Systems Research Corporation International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Administration Systems Research Corporation International'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FIANCIAL ADVISORS | 26-0058143 | — | ADVISOR | $38K | — |
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 RET HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $1.7M | 13.0% | |
| T. ROWE PRICE RET HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $1.5M | 11.2% | |
| T. ROWE PRICE RET HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| T. ROWE PRICE RET HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.2M | 9.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 9.1% | |
| T. ROWE PRICE RET HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.2M | 9.0% | |
| T. ROWE PRICE RET HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.0M | 7.9% | |
| Nuveen Winslow Large Cap Growth ESG I | Mutual Funds | — | — | $601K | 4.6% | |
| Charles Schwab Trust Bank BlackRock Equity Dividend Instl | Mutual Funds | — | — | $530K | 4.1% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $435K | 3.3% | |
| T. ROWE PRICE RET HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $388K | 3.0% | |
| T. Rowe Price Instl Mid-Cap Equity Growth | Other securities | — | — | $290K | 2.2% | |
| T. Rowe Price QM US Small Cap Growth Equity Fund | Other securities | — | — | $271K | 2.1% | |
| T. ROWE PRICE RET HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $222K | 1.7% | |
| T. ROWE PRICE RET HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $206K | 1.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $143K | 1.1% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $139K | 1.1% | |
| GR GRAY EUROPACIFIC GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $108K | 0.8% | |
| Charles Schwab Trust Bank Money market fund - Schwab Government Money Fund | Mutual Funds | — | — | $100K | 0.8% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $98K | 0.8% | |
| Participants Participant notes receivable bearing interest at rates ranging from 5.00 to 10.50 percent - | Other securities | — | — | $89K | 0.7% | |
| T. ROWE PRICE RET HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $84K | 0.6% | |
| Fiam Core Plus Commingled Pool I | Common Collective Trusts | — | — | $75K | 0.6% | |
| PIMCO Diversified Income A | Mutual Funds | — | — | $45K | 0.3% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $41K | 0.3% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $10K | <0.1% | |
| T. ROWE PRICE RET HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $90 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $20K | — |
