Angela Owens signed Total Administrative Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total Administrative Services Corporation's EIN is 39-0557640.
Download the official 2024 Form 5500 (PDF) for Total Administrative Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total Administrative Services Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $39K | — |
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.
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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLC | 39-0859910 | — | ACCOUNTANT/AUDITOR | $11K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 N/R | Other securities | — | — | $10.6M | 14.6% | |
| T. Rowe Price Retirement 2045 N/R | Other securities | — | — | $7.3M | 10.1% | |
| T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $7.3M | 10.1% | |
| T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $7.0M | 9.7% | |
| T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $5.5M | 7.6% | |
| T. Rowe Price Retirement 2055 N/R | Other securities | — | — | $4.9M | 6.7% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $4.8M | 6.6% | |
| T. Rowe Price Blue Chip Growth I N/R | Other securities | — | — | $3.2M | 4.4% | |
| T. Rowe Price Retirement 2025 N/R | Other securities | — | — | $2.1M | 2.9% | |
| T. Rowe Price Retirement 2005 N/R | Other securities | — | — | $1.8M | 2.5% | |
| AB Large Cap Growth Z N/R | Mutual Funds | — | — | $1.4M | 1.9% | |
| T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $1.3M | 1.8% | |
| Columbia Dividend Income N/R | Other securities | — | — | $1.3M | 1.7% | |
| MassMutual Mid Cap Growth I N/R | Other securities | — | — | $1.1M | 1.6% | |
| * Participant Loans Interest rates: 4.25% to 9.50% $0 | OTHER | — | — | $913K | 1.3% | |
| T. Rowe Price Retirement 2020 N/R | Other securities | — | — | $885K | 1.2% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $853K | 1.2% | |
| Allspring Special Mid Cap Value R6 N/R | Other securities | — | — | $769K | 1.1% | |
| Hartford Core Equity R6 N/R | Other securities | — | — | $751K | 1.0% | |
| T. Rowe Price Retirement 2015 N/R | Other securities | — | — | $708K | 1.0% | |
| PGIM Emerging Markets Equal N/R | Other securities | — | — | $707K | 1.0% | |
| Fidelity Small Cap Value Z N/R | Mutual Funds | — | — | $684K | 0.9% | |
| Fidelity Total Market Index N/R | Common Collective Trusts | — | — | $657K | 0.9% | |
| PIMCO Income Institutional N/R | Mutual Funds | — | — | $500K | 0.7% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $450K | 0.6% | |
| Opportunity R6 PGIM High Yield R6 N/R | Other securities | — | — | $438K | 0.6% | |
| Fidelity Global Ex U.S. Index N/R | Mutual Funds | — | — | $408K | 0.6% | |
| Fidelity Total Bund Fund Z N/R | Mutual Funds | — | — | $380K | 0.5% | |
| Money Market Fund Gabelli U.S. Treasury Money Market | Cash / Money Market | — | — | $348K | 0.5% | |
| Fidelity Extended Market Index N/R | Mutual Funds | — | — | $322K | 0.4% | |
| MFS International Diversification R6 N/R | Mutual Funds | — | — | $319K | 0.4% | |
| Columbia Small Cap Growth N/R | Other securities | — | — | $305K | 0.4% | |
| JPMorgan U.S. Research Enhanced Equity R6 N/R | Other securities | — | — | $302K | 0.4% | |
| Wasatch Small Cap Value N/R | Other securities | — | — | $298K | 0.4% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $264K | 0.4% | |
| Mainstay Income Builder N/R | Other securities | — | — | $257K | 0.4% | |
| Delaware Ivy Balanced R6 N/R | Other securities | — | — | $227K | 0.3% | |
| Fidelity Real Estate Index N/R | Mutual Funds | — | — | $218K | 0.3% | |
| PIF Mid Cap S&P 400 Index N/R | Other securities | — | — | $166K | 0.2% | |
| T. Rowe Price Retirement 2010 N/R | Other securities | — | — | $164K | 0.2% | |
| Hartford International Opportunities R6 N/R | Other securities | — | — | $160K | 0.2% | |
| Columbia International Income N/R | Other securities | — | — | $149K | 0.2% | |
| Fidelity Short-Term Treasury Bond Index N/R | U.S. Treasuries | — | — | $110K | 0.2% | |
| Fidelity Inflation Protected Bond Index N/R | Mutual Funds | — | — | $85K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index N/R | U.S. Treasuries | — | — | $65K | <0.1% | |
| Fidelity U.S. Bond Index N/R | Mutual Funds | — | — | $64K | <0.1% | |
| Metropolitan West Unconstrained Bond N/R | Other securities | — | — | $49K | <0.1% | |
| Fidelity Long Term Treasury Bond Index N/R | U.S. Treasuries | — | — | $5K | <0.1% |
