Priority One Services, Inc.'s EIN is 52-1485079.
Download the official 2023 Form 5500 (PDF) for Priority One Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Priority One Services, Inc.'s 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 | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPSTONE PRIVATE WEALTH, LLC | 45-3590784 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
| KESTRA ADVISORY SERVICES | 35-2552359 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.4M | 13.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.9M | 11.0% | |
| INVESTMENTS VOYA FIXED ACCOUNT 14 | OTHER | — | — | $1.5M | 8.6% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $1.2M | 6.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $896K | 5.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $842K | 4.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $836K | 4.8% | |
| VAN TAX-MANAGED CAP APP ADM | Registered Investment Companies | — | — | $812K | 4.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $794K | 4.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $692K | 4.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $590K | 3.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $562K | 3.2% | |
| VANGUARD CORE BOND FUND - ADM | Registered Investment Companies | — | — | $552K | 3.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $521K | 3.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $433K | 2.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $426K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $371K | 2.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $281K | 1.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $176K | 1.0% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $175K | 1.0% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $110K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $108K | 0.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $91K | 0.5% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $87K | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $54K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $45K | 0.3% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $32K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $29K | 0.2% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $17K | <0.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $14K | <0.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
