Jay Winger signed Childserve Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Childserve Inc.'s EIN is 42-1271420.
Download the official 2024 Form 5500 (PDF) for Childserve Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Childserve Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $183K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | $0 | $7.2M | 17.7% | |
| Invesco Int Sm-Md Comp R6 Fund | Mutual Funds | — | $0 | $5.5M | 13.6% | |
| LAZARD EM MKT EQ ADV PORT I FD | Other securities | — | $0 | $5.5M | 13.5% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $5.0M | 12.4% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $4.0M | 9.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $2.0M | 5.0% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $1.5M | 3.6% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | $0 | $1.5M | 3.6% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $1.4M | 3.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $1.4M | 3.3% | |
| Guggenheim Ttl Ret Bnd Inst Fd | Other securities | — | $0 | $1.3M | 3.1% | |
| Fidelity Advisr Intrnl Gr Z Fd | Mutual Funds | — | $0 | $1.3M | 3.1% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | $0 | $1.0M | 2.5% | |
| AB Large Cap Growth Z Fund | Other securities | — | $0 | $845K | 2.1% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $804K | 2.0% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $366K | 0.9% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $135K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 42-1271420 | — | ACCOUNTANT | $5K | — |
