Brianna Borman signed EMP SERV, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EMP SERV, LLC's EIN is 41-1893115.
Download the official 2024 Form 5500 (PDF) for EMP SERV, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EMP SERV, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $208K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Mutual Fund N/A | Mutual Funds | — | — | $10.3M | 14.3% | |
| Fidelity Freedom Index 2040 Mutual Fund N/A | Mutual Funds | — | — | $9.7M | 13.4% | |
| Fidelity Freedom Index 2050 Mutual Fund N/A | Mutual Funds | — | — | $9.6M | 13.3% | |
| Fidelity Freedom Index 2035 Mutual Fund N/A | Mutual Funds | — | — | $8.6M | 11.9% | |
| Fidelity Freedom Index 2045 Mutual Fund N/A | Mutual Funds | — | — | $8.2M | 11.4% | |
| Fidelity Freedom Index 2055 Mutual Fund N/A | Mutual Funds | — | — | $5.0M | 6.9% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $3.7M | 5.1% | |
| Fidelity Freedom Index 2020 Mutual Fund N/A | Mutual Funds | — | — | $2.7M | 3.7% | |
| Fidelity Freedom Index 2025 Mutual Fund N/A | Mutual Funds | — | — | $2.6M | 3.6% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 2.2% | |
| American Funds American Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 2.1% | |
| FRANKLN DYNTECH GG R1 GREAT GRAY TRUST COMPANY · EIN 38-4116866 / PN 529 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| Fidelity Freedom Index 2060 Mutual Fund N/A | Mutual Funds | — | — | $1.0M | 1.4% | |
| Maturing 2025 - 2029 at * Notes receivable from participants interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $998K | 1.4% | |
| Fidelity Freedom Index 2015 Mutual Fund N/A | Mutual Funds | — | — | $957K | 1.3% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $697K | 1.0% | |
| Nuveen Real Estate Securities Select Mutual Fund N/A | Mutual Funds | — | — | $690K | 1.0% | |
| Hartford Schroders International Stock Mutual Fund N/A | Other securities | — | — | $616K | 0.9% | |
| JP Morgan Core Bond Mutual Fund N/A | Other securities | — | — | $358K | 0.5% | |
| Vangd Total Intl Bond Index Mutual Fund N/A | Other securities | — | — | $339K | 0.5% | |
| Franklin Small Cap Value Mutual Fund N/A | Mutual Funds | — | — | $289K | 0.4% | |
| Fidelity Freedom Index Income Mutual Fund N/A | Mutual Funds | — | — | $209K | 0.3% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $125K | 0.2% | |
| Fidelity Freedom Index 2010 Mutual Fund N/A | Mutual Funds | — | — | $120K | 0.2% | |
| (E) | Other securities | — | — | $40K | <0.1% | |
| Fidelity Freedom Index 2065 Mutual Fund N/A | Mutual Funds | — | — | $40K | <0.1% | |
| Principal Pension Builder Guaranteed Investment Contract N/A | Stable Value | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT | $0 | — |
