Tasks Unlimited Building Services' EIN is 41-1518696.
Download the official 2024 Form 5500 (PDF) for Tasks Unlimited Building Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tasks Unlimited Building Services' plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | NEWPORT BEACH, CA | INVESTMENT ADVISORY | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Admiral Shares Mutual fund N/A 906 ClearBridge Small Cap Growth Class Is Mutual fund N/A 545 BlackRock Lifepath Index Retirement Institutional Shares Mutual fund N/A | Mutual Funds | — | — | $2.4M | 28.4% | |
| BlackRock Lifepath Index 2030 Institutional Shares Mutual fund N/A | Other securities | — | — | $1.9M | 23.2% | |
| BlackRock Lifepath Index 2035 Institutional Shares Mutual fund N/A | Other securities | — | — | $1.0M | 12.1% | |
| BlackRock Lifepath Index 2040 Institutional Shares Mutual fund N/A | Other securities | — | — | $675K | 8.1% | |
| BlackRock Lifepath Index 2045 Institutional Shares Mutual fund N/A | Other securities | — | — | $629K | 7.5% | |
| BlackRock Lifepath Index 2050 Institutional Shares Mutual fund N/A | Other securities | — | — | $436K | 5.2% | |
| BlackRock Lifepath Index 2065 Institutional Shares Mutual fund N/A | Other securities | — | — | $242K | 2.9% | |
| Carillon Eagle Mid Cap Growth Class I Mutual fund N/A 591 BlackRock Lifepath Index 2060 Institutional Shares Mutual fund N/A | Other securities | — | — | $130K | 1.5% | |
| BlackRock Inflation Protected Bond Institutional Shares Mutual fund N/A 259 Fidelity Contrafund Mutual fund N/A | Mutual Funds | — | — | $80K | 1.0% | |
| BlackRock Lifepath Index 2055 Institutional Shares Mutual fund N/A | Other securities | — | — | $75K | 0.9% | |
| Vanguard Extended Market Index Admiral Shares Mutual fund N/A 822 Vanguard 500 Index Admiral Class Mutual fund N/A | Common Collective Trusts | — | — | $42K | 0.5% | |
| PIMCO RAE US Small Class A Mutual fund N/A 649 * Notes receivable from participants Maturing 2025 -2029 at interest rates of 4.25% - 9.50% - | Mutual Funds | — | — | $13K | 0.2% | |
| MFS Value Class R3 Mutual fund N/A 290 Vanguard Total Bond Market Index Admiral Shares Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan US Equity Class A Mutual fund N/A | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| EISNER ADVISORY GROUP LLC | 87-1353108 | MINNEAPOLIS, IN | TPA | $12K | — |
