James Graham signed Excelsior Ambulance Service Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excelsior Ambulance Service Inc.'s EIN is 45-0600978.
Download the official 2024 Form 5500 (PDF) for Excelsior Ambulance Service Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excelsior Ambulance Service Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSURANGE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $171K | 14.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $163K | 13.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $134K | 11.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $132K | 11.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $118K | 9.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $116K | 9.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $115K | 9.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $78K | 6.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $55K | 4.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $32K | 2.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $12K | 1.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $7K | 0.6% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $7K | 0.6% | |
| FID FREE INDX 2015 PREM 904 REGISTERED INVESTMENT COMPANY JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $6K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $5K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $3K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON 484 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | 0.2% | |
| BLACKROCK TOTAL RETURN K 376 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | 0.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $1K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 INDZ SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0177290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGE CAP GROWTH I SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2035 CITZ PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
