Blake Eldredge signed Point Dedicated Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point Dedicated Services, Inc.'s EIN is 38-3263874.
Download the official 2024 Form 5500 (PDF) for Point Dedicated Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point Dedicated Services, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | CUSTODIAN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Mid Cap Index Admiral Fund 606 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $612K | 20.7% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $414K | 14.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $407K | 13.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $301K | 10.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $239K | 8.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $207K | 7.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $129K | 4.3% | |
| Vanguard Target Retirement 2065 Fund 850 Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $108K | 3.6% | |
| American Funds New World R6 Fund 187 Dodge & Cox Income Fund | Mutual Funds | — | — | $74K | 2.5% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $72K | 2.4% | |
| Schwab Value Advantage | Mutual Funds | — | — | $68K | 2.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $67K | 2.3% | |
| Vanguard International Growth Investor Fund | Mutual Funds | — | — | $39K | 1.3% | |
| T. Rowe Price High Yield Fund | Other securities | — | — | $33K | 1.1% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $27K | 0.9% | |
| Royce Special Equity Investment Fund | Other securities | — | — | $24K | 0.8% | |
| Fidelity Small Cap Index 145 Fidelity Strategic Income Fund | Mutual Funds | — | — | $21K | 0.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $18K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $16K | 0.5% | |
| T. Rowe Price Overseas Stock I Fund | Other securities | — | — | $12K | 0.4% | |
| Vanguard Short-Term Bond Index Admiral Fund | Mutual Funds | — | — | $10K | 0.3% | |
| Vanguard Selected Value Investment Fund | Mutual Funds | — | — | $10K | 0.3% | |
| American Funds Capital Income Bldr R6 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1K | <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 | $21K | — |
