Heather Stewart signed Professional Services Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Services Group, Inc.'s EIN is 39-1442732.
Download the official 2024 Form 5500 (PDF) for Professional Services Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Services Group, 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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | TPA AND RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HTLF RETIREMENT PLAN SERVICES | — | DUBUQUE, IA | INVESTMENT ADVISOR | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.0M | 35.5% | |
| Vanguard Balanced Index Admiral Shares | Mutual Funds | — | — | $3.0M | 17.3% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.9M | 16.9% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $658K | 3.9% | |
| Hartford Schroders International Stk Sdr | Other securities | — | — | $444K | 2.6% | |
| American Century Small Cap Growth Fund R6 ** 380 Baird Mid Cap Growth Institutional Class | Other securities | — | — | $399K | 2.3% | |
| Vanguard Wellesley Income Admiral Shares | Mutual Funds | — | — | $389K | 2.3% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $332K | 1.9% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $319K | 1.9% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $253K | 1.5% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $252K | 1.5% | |
| Nuveen Real Estate Securities Select Fund R6 ** 772 Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $236K | 1.4% | |
| Participant loans 5.25% to 10.5% 0 | Bonds / Notes | — | — | $232K | 1.4% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $230K | 1.3% | |
| MFS Value Fd Class R6 | Mutual Funds | — | — | $173K | 1.0% | |
| DB&T FDIC-Insured Investment Account | Other securities | — | — | $168K | 1.0% | |
| John Hancock John Hancock Fds Disciplined Val Mid Cap R6 | Other securities | — | — | $166K | 1.0% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $144K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Adm Share ** 879 Vanguard Mid-Cap Index Admiral Shares | Mutual Funds | — | — | $142K | 0.8% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $139K | 0.8% | |
| Federated Hermes Institutional High Yield Bond Fund ** 849 Fidelity Advisor Investment Gr Bond Fund Class Z | Mutual Funds | — | — | $111K | 0.7% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $46K | 0.3% | |
| JP Morgan JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $44K | 0.3% | |
| Lord Abbett Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $27K | 0.2% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
