Montana Cormier signed Industrial Service Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Industrial Service Solutions' EIN is 45-4610801.
Download the official 2024 Form 5500 (PDF) for Industrial Service Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Industrial Service Solutions' 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 | $121K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RETIREMENT 2025 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.3M | 11.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.5M | 8.4% | |
| SCHWAB IDX RETIREMENT 2030 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $5.0M | 7.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $4.9M | 7.5% | |
| SCHWAB IDX RETIREMENT 2035 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $4.8M | 7.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4.5M | 6.8% | |
| SCHWAB IDX RETIREMENT 2040 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.1M | 6.2% | |
| SCHWAB IDX RETIREMENT 2045 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.9M | 6.0% | |
| SCHWAB IDX RETIREMENT 2050 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.8M | 5.8% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $2.9M | 4.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.3% | |
| SCHWAB IDX RETIREMENT 2060 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| SCHWAB IDX RETIREMENT 2055 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| NEUBERGER BERMAN CORE BND INST | Registered Investment Companies | — | — | $1.9M | 2.9% | |
| SCHWAB IDX RETIREMENT 2010 IV CHARLES SCHWABB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $1.5M | 2.3% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| SCHWAB IDX RETIREMENT 2020 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.1M | 1.7% | |
| SCHWAB IDX RETIREMENT 2065 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $663K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $362K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $325K | 0.5% | |
| FID INTTRS BOND INDEX | Registered Investment Companies | — | — | $263K | 0.4% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $203K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $197K | 0.3% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $191K | 0.3% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $97K | 0.1% | |
| ISHARES DEVELOPED RE INDEX K | Registered Investment Companies | — | — | $82K | 0.1% | |
| SCHWAB IDX RETIREMENT 2015 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $77K | 0.1% | |
| SCHWAB INDEX RETIREMENT 2035 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2040 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2015 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2045 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2050 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2030 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2055 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2025 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2020 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2060 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2010 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RETIREMENT 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | 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.
| $35K |
| — |
