ERIN Harrigan signed Foundation Source Philanthropic Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Source Philanthropic Services, Inc.'s EIN is 51-0398347.
Download the official 2024 Form 5500 (PDF) for Foundation Source Philanthropic Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Source Philanthropic 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCYON PARTNERS, LLC | — | — | NONE | $36K | — |
| RPCG, LLC | — | — | NONE | $900 |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $3.2M | 19.9% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $3.2M | 19.9% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $2.9M | 18.2% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $2.9M | 18.2% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $2.4M | 14.8% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $2.4M | 14.8% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 11.3% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $1.2M | 7.8% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $1.2M | 7.8% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $595K | 3.7% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $595K | 3.7% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $420K | 2.6% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $420K | 2.6% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $415K | 2.6% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $415K | 2.6% | |
| Pacific Investment Mgmt. Co. | Common Stocks | — | — | $349K | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $334K | 2.1% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $277K | 1.7% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $277K | 1.7% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $274K | 1.7% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $274K | 1.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $268K | 1.7% | |
| METLIFE GAC 25554- FEE CLASS J WIMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $268K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $253K | 1.6% | |
| AllianceBernstein | Other securities | — | — | $206K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $204K | 1.3% | |
| MFS Investment Mgmt. | Mutual Funds | — | — | $202K | 1.3% | |
| BlackRock Investments | Other securities | — | — | $152K | 1.0% | |
| Principal Funds, Inc. | Common Stocks | — | — | $119K | 0.7% | |
| Participant Loans | Participant loans | — | $0 | $113K | 0.7% | |
| American Funds | Mutual Funds | — | — | $95K | 0.6% | |
| Principal Funds, Inc. | Common Stocks | — | — | $42K | 0.3% | |
| Pioneer Investments | Other securities | — | — | $41K | 0.3% | |
| Principal Funds, Inc. | Common Stocks | — | — | $37K | 0.2% | |
| BlackRock Investments | Other securities | — | — | $32K | 0.2% | |
| American Century | Other securities | — | — | $25K | 0.2% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $13K | <0.1% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PRUDENTIAL DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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