Rendell Lofgreen signed EPS Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EPS Group, Inc.'s EIN is 43-2017157.
Download the official 2024 Form 5500 (PDF) for EPS Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EPS Group, 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 | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS, LLC | 47-2483769 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.3M | 16.1% | |
| Nuveen Lifestyle Index Retirement Income R6 | Mutual Funds | — | — | $2.3M | 8.5% | |
| Nuveen Lifestyle Index 2040 R6 | Mutual Funds | — | — | $1.9M | 7.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.7M | 6.2% | |
| Nuveen Lifestyle Index 2045 R6 | Mutual Funds | — | — | $1.5M | 5.4% | |
| Nuveen Lifestyle Index 2035 R6 | Mutual Funds | — | — | $1.5M | 5.4% | |
| Vanguard Equity Income Admin | Mutual Funds | — | — | $1.4M | 5.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $1.4M | 5.0% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $1.2M | 4.3% | |
| Nuveen Lifestyle Index 2055 R6 | Mutual Funds | — | — | $990K | 3.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $859K | 3.2% | |
| Nuveen Lifestyle Index 2050 R6 | Mutual Funds | — | — | $837K | 3.1% | |
| Nuveen Lifestyle Index 2060 R6 | Mutual Funds | — | — | $828K | 3.1% | |
| DFA US Vector Equity | Mutual Funds | — | — | $816K | 3.0% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $721K | 2.7% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $677K | 2.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $591K | 2.2% | |
| Nuveen Lifestyle Index 2030 R6 | Mutual Funds | — | — | $383K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $370K | 1.4% | |
| Vanguard International Value | Mutual Funds | — | — | $369K | 1.4% | |
| Nuveen Lifestyle Index 2065 R6 | Mutual Funds | — | — | $360K | 1.3% | |
| Vanguard Explorer Admin | Mutual Funds | — | — | $352K | 1.3% | |
| JP Morgan Mortgage Backed Sec R6 | Other securities | — | — | $261K | 1.0% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $255K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $233K | 0.9% | |
| Participant loans | Participant loans | — | $0 | $227K | 0.8% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $226K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | — | $136K | 0.5% | |
| Nuveen Lifestyle Index 2025 R6 | Mutual Funds | — | — | $106K | 0.4% | |
| American Funds Mortgage R6 | Mutual Funds | — | — | $105K | 0.4% | |
| Vanguard Short Term Investment Grade Ad | Mutual Funds | — | — | $69K | 0.3% | |
| Nuveen Lifestyle Index 2020 R6 | Mutual Funds | — | — | $67K | 0.2% | |
| Manning & Napier High Yield BD Z | Other securities | — | — | $40K | 0.1% | |
| JP Morgan Emerging Markets Equity R6 | Other securities | — | — | $38K | 0.1% | |
| Columbia Seligman Global Tech Inst 3 | Other securities | — | — | $24K | <0.1% | |
| Nuveen Inflation Linked Bond R6 | Mutual Funds | — | — | $633 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $56K |
| — |
