David Riccius signed Michigan Corporate Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michigan Corporate Services, LLC's EIN is 45-0527006.
Download the official 2024 Form 5500 (PDF) for Michigan Corporate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michigan Corporate Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $94K | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | OTHER | $40 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $12.4M | 11.0% | |
| Fidelity Advisor Growth Opportunities Inst. | Mutual Funds | — | — | $11.3M | 10.0% | |
| Fidelity Advisor Equity Growth I | Mutual Funds | — | — | $10.4M | 9.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $6.8M | 6.0% | |
| JPMorgan Mid Cap Growth I | Other securities | — | — | $5.6M | 5.0% | |
| T. Rowe Price Retirement I 2045 | Other securities | — | — | $5.0M | 4.4% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $4.8M | 4.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.5M | 4.0% | |
| T. Rowe Price Retirement I 2060 | Other securities | — | — | $4.4M | 3.9% | |
| T. Rowe Price Retirement I 2055 | Other securities | — | — | $4.2M | 3.8% | |
| T. Rowe Price Retirement I 2035 | Other securities | — | — | $4.0M | 3.5% | |
| Fidelity International Index | Mutual Funds | — | — | $3.6M | 3.2% | |
| JPMorgan Funds Core Bond I | Other securities | — | — | $3.5M | 3.1% | |
| T. Rowe Price Retirement I 2025 | Other securities | — | — | $3.3M | 2.9% | |
| JPMorgan Funds Equity Income I | Other securities | — | — | $3.1M | 2.8% | |
| JPMorgan Diversified I | Other securities | — | — | $3.1M | 2.7% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $3.1M | 2.7% | |
| T. Rowe Price Retirement I 2050 | Other securities | — | — | $2.7M | 2.4% | |
| T. Rowe Price Retirement I 2065 | Other securities | — | — | $2.5M | 2.2% | |
| Fidelity s Mid Cap Index | Mutual Funds | — | — | $2.4M | 2.1% | |
| T T. Rowe Price Integrated US Sm Gr Eq I | Other securities | — | — | $2.3M | 2.0% | |
| Self-Directed Brokerage Accounts Common stock, interest-bearing cash, and mutual funds | Self-Directed Brokerage | — | — | $2.2M | 1.9% | |
| T. Rowe Price Retirement I 2030 | Other securities | — | — | $1.5M | 1.4% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $1.5M | 1.3% | |
| Fidelity Advisor High Income Advantage | Mutual Funds | — | — | $1.3M | 1.2% | |
| Participant Loans 4.25% to 9.50% interest rates - | Bonds / Notes | — | — | $936K | 0.8% | |
| T. Rowe Price Retirement I 2040 | Other securities | — | — | $887K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $887K | 0.8% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $400K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $187K | 0.2% | |
| T. Rowe Price Retirement I 2020 | Other securities | — | — | $103K | <0.1% | |
| T. Rowe Price Retirement I 2015 | Other securities | — | — | $88K | <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 |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $25K | — |
