Costaff Services, LLC's EIN is 38-3546978.
Download the official 2024 Form 5500 (PDF) for Costaff Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Costaff Services, LLC'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 |
|---|---|---|---|---|---|
| SCHWARTZ & CO. ADVISOR | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $300K | — |
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 | |||||
|---|---|---|---|---|---|---|
| flexPATH Stable Value Collective Trust | Stable Value | — | — | $12.4M | 18.8% | |
| FLEXPATH INDEX AGG 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $12.4M | 18.8% | |
| flexPATH Stable Value Collective Trust | Stable Value | — | — | $9.7M | 14.8% | |
| FLEXPATH INDEX AGG 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $9.7M | 14.8% | |
| Fidelity 500 Index Premium Class | Common Collective Trusts | — | — | $9.2M | 14.1% | |
| flexPATH Stable Value Collective Trust | Stable Value | — | — | $7.0M | 10.7% | |
| FLEXPATH INDEX AGG 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $7.0M | 10.7% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $5.1M | 7.8% | |
| flexPATH Stable Value Collective Trust | Stable Value | — | — | $2.6M | 3.9% | |
| FLEXPATH INDEX AGG RETIREMENT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2.6M | 3.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.3M | 3.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $2.3M | 3.5% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $1.9M | 2.9% | |
| Reliance Trust Stable Value Collective Trust | Stable Value | — | — | $1.4M | 2.1% | |
| RELIANCE NY LIFE ANCHOR SERIES1 CL RELIANCE TRUST · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Vanguard Emerging Market | Mutual Funds | — | — | $1.2M | 1.8% | |
| MFS Mid Cap Value Fund CL R5 | Mutual Funds | — | — | $1.1M | 1.7% | |
| Pimco Income Fund Institutional Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| BlackRock Stable Value Collective Trust | Stable Value | — | — | $1.0M | 1.6% | |
| BLACKROCK U.S. DEBT INDEX FUND CL GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $923K | 1.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $901K | 1.4% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $853K | 1.3% | |
| Notes receivable from participants | Other securities | — | — | $810K | 1.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $727K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $694K | 1.1% | |
| flexPATH Stable Value Collective Trust | Stable Value | — | — | $598K | 0.9% | |
| FLEXPATH INDEX AGG 2065 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $598K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $562K | 0.9% | |
| Brandywine Global Opportunities Bond | Other securities | — | — | $473K | 0.7% | |
| Principal Small Cap Growth Fund | Other securities | — | — | $417K | 0.6% |
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 |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | AUDITOR | $20K | — |
