Austin Shepard signed EAG Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EAG Services, Inc.'s EIN is 42-1599134.
Download the official 2024 Form 5500 (PDF) for EAG Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EAG Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 18.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 16.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 14.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $709K | 6.3% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $602K | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $591K | 5.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $519K | 4.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $444K | 3.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $433K | 3.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $393K | 3.5% | |
| COLUMBIA GLOBAL TECH GROWTH I2 | Registered Investment Companies | — | — | $316K | 2.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $294K | 2.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $198K | 1.8% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $160K | 1.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $144K | 1.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $144K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $139K | 1.2% | |
| PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $98K | 0.9% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $73K | 0.6% | |
| JPM US APP DATA SCI VAL R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $64K | 0.6% | |
| FIDELITY MID CAP STOCK FUND K | Registered Investment Companies | — | — | $64K | 0.6% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $59K | 0.5% | |
| TRANSAMERICA SM MID CAP VAL I | Registered Investment Companies | — | — | $32K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $31K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $23K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| HARTFORD SCH INTL MULT CAP SDR | Registered Investment Companies | — | — | $20K | 0.2% | |
| FA STK SEL SM CAP Z | Registered Investment Companies | — | — | $18K | 0.2% | |
| JPMORGAN SHORT DURATION BD R6 | Registered Investment Companies | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
