Katie Richman signed Library Systems & Service, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Library Systems & Service, LLC's EIN is 52-2003416.
Download the official 2024 Form 5500 (PDF) for Library Systems & Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Library Systems & Service, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CFG ASSET MANAGEMENT LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.7M | 97.9% | |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 52-2003416 / PN 000 | Common Collective Trust | — | — | $107K | 0.6% |
| — |
| NEWTOWN SQUARE, PA |
| INVESTMENT ADVISOR |
| $35K |
| — |
