TINA Meikle signed Advance Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advance Services, Inc.'s EIN is 47-0777488.
Download the official 2024 Form 5500 (PDF) for Advance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advance Services, 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 INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL COUNSELING RESOURCES, LLC | 33-0843823 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 21.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 17.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $704K | 10.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $632K | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $470K | 7.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $390K | 5.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $359K | 5.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $320K | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $303K | 4.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $229K | 3.5% | |
| PIMCO RAE US Small Instl Fund N/A | Mutual Funds | — | — | $126K | 1.9% | |
| JP Morgan JP Morgan Large Cap Gr R6 Fund N/A | Other securities | — | — | $120K | 1.8% | |
| American Funds American Funds NewPrsp R6 Fund N/A | Mutual Funds | — | — | $79K | 1.2% | |
| Schwab Fundamental Intl Large Co Index Fund N/A | Common Collective Trusts | — | — | $64K | 1.0% | |
| Goldman Sachs Goldman Sachs Fin SqGov R6 Fund N/A | Other securities | — | — | $53K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $37K | 0.6% | |
| Putnam Investments Putnam Small Cap Growth R6 Fund N/A | Mutual Funds | — | — | $30K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $20K | 0.3% | |
| Invesco Comstock R6 Fund N/A | Mutual Funds | — | — | $19K | 0.3% | |
| 2025 to 2029) N/A | Other securities | — | — | $18K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $14K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $12K | 0.2% | |
| PIMCO Com Real Return Strategy Instl Fund N/A | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds American Funds NewWorld R6 Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFA US Small Cap I Fund N/A | Mutual Funds | — | — | $5K | <0.1% | |
| SEI Trust Company Allspring Spec Mid Cap Value R6 Fund N/A | Common Stocks | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| JP Morgan JP Morgan Core Bond R6 Fund N/A | Other securities | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | 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.
