Golden SVCS, LLC's EIN is 46-0864606.
Download the official 2024 Form 5500 (PDF) for Golden SVCS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golden SVCS, LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| MATIONWIDE LIFE INSURANCE | — | COLUMBUS, OH | RECORDKEEPER | $451 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OASIC ADVISORY SERVICES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund | Common Collective Trusts | — | — | $4.9M | 30.5% | |
| TIAA-CREF LifeCycle Index 2040 Inst | Mutual Funds | — | — | $2.0M | 12.8% | |
| TIAA-CREF LifeCycle Index 2045 Inst | Mutual Funds | — | — | $1.6M | 9.9% | |
| TIAA-CREF LifeCycle Index 2035 Inst | Mutual Funds | — | — | $1.4M | 9.0% | |
| TIAA-CREF LifeCycle Index 2030 Inst | Mutual Funds | — | — | $683K | 4.3% | |
| TIAA-CREF LifeCycle Index 2025 Inst | Mutual Funds | — | — | $603K | 3.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $596K | 3.7% | |
| TIAA-CREF LifeCycle Index 2060 Inst | Mutual Funds | — | — | $526K | 3.3% | |
| Vanguard Wellesley Income Investors | Mutual Funds | — | — | $444K | 2.8% | |
| Putnum Growth Opportunities Y | Other securities | — | — | $443K | 2.8% | |
| Participant Notes Receivable | Other securities | — | — | $429K | 2.7% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $387K | 2.4% | |
| Vanguard Wellesley | Mutual Funds | — | — | $232K | 1.4% | |
| TIAA-CREF LifeCycle Index 2055 Inst | Mutual Funds | — | — | $226K | 1.4% | |
| Nationwide Financial Services, Inc. | Common Stocks | — | — | $212K | 1.3% | |
| Artisan International Value Inst | Other securities | — | — | $149K | 0.9% | |
| TIAA-CREF LifeCycle Index 2020 Inst | Mutual Funds | — | — | $125K | 0.8% | |
| Brown Advisory Sustainable Growth Inst | Other securities | — | — | $118K | 0.7% | |
| BlackRock 80/20 Target Allocation Inst | Other securities | — | — | $110K | 0.7% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $106K | 0.7% | |
| NW Geneva Small Capital Growth Inst Service | Other securities | — | — | $105K | 0.7% | |
| TIAA-CREF LifeCycle Index 2015 Inst | Mutual Funds | — | — | $86K | 0.5% | |
| TIAA-CREF LifeCycle Index 2050 Inst | Mutual Funds | — | — | $82K | 0.5% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $76K | 0.5% | |
| Victory Sycamore Established Value I | Other securities | — | — | $70K | 0.4% | |
| Principle Mid Cap R6 | Other securities | — | — | $42K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $35K | 0.2% | |
| DFA International Large Cap I | Mutual Funds | — | — | $28K | 0.2% | |
| BEST OF AMERICA NATIONWIDE · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $26K | 0.2% | |
| TIAA-CREF LifeCycle Index 2065 Inst | Mutual Funds | — | — | $24K | 0.1% | |
| PIMCO International Bond USD-Hedged Inst | Mutual Funds | — | — | $20K | 0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $19K | 0.1% | |
| Impax Sustainable Allocation Inst | Other securities | — | — | $10K | <0.1% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $9K | <0.1% | |
| Federated Hermes Government Obligations Premier | Other securities | — | — | $5K | <0.1% | |
| TIAA-CREF LifeCycle Index 2010 Inst | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $750 | <0.1% | |
| Vanguard Total International Bond Index Admirial | Mutual Funds | — | — | $673 | <0.1% | |
| BlackRock Strategic Opportunity I | Other securities | — | — | $135 | <0.1% | |
| Calvert International Equity I | Other securities | — | — | $86 | <0.1% | |
| TIAA-CREF LifeCycle Index Return Inc. | Mutual Funds | — | — | $20 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-5391363 |
| — |
| ADVISORS |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES, INC. | 34-1310124 | — | TPA | $18K | — |
