Andrew Peters signed Servicetrade, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Servicetrade, Inc.'s EIN is 38-3893352.
Download the official 2024 Form 5500 (PDF) for Servicetrade, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servicetrade, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC |
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 American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $1.9M | 21.8% | |
| American Funds American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $1.3M | 15.3% | |
| American Funds American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $1.1M | 12.6% | |
| American Funds American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $1.0M | 12.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $950K | 11.0% | |
| American Funds American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $727K | 8.4% | |
| American Funds American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $378K | 4.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $134K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $132K | 1.5% | |
| Black Rock Black Rock High Yield Bond Portfolio K | Other securities | — | — | $112K | 1.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $108K | 1.2% | |
| American Funds American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $106K | 1.2% | |
| Fidelity NASDAQ Composite Index | Mutual Funds | — | — | $100K | 1.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $98K | 1.1% | |
| Ishares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $84K | 1.0% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $69K | 0.8% | |
| Participants 6.25% – 8.50%; maturing through 2034 | Bonds / Notes | — | — | $66K | 0.8% | |
| Fidelity US Bonx Index | Mutual Funds | — | — | $66K | 0.8% | |
| American Funds American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $32K | 0.4% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $31K | 0.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $30K | 0.4% | |
| American Funds American Century Small Cap Growth R6 | Mutual Funds | — | — | $28K | 0.3% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $24K | 0.3% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $22K | 0.3% | |
| Designates party-in-interest. ** All investments are participant directed; therefore, cost information has not been presented. *** Net of $19,755 in deemed loan distributions. | Other securities | — | — | $20K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $2K | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DENVER, CO |
| OTHER |
| $975 |
| — |
