Paige Heird signed Capital Vision Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capital Vision Services, LLC's EIN is 52-2329284.
Download the official 2024 Form 5500 (PDF) for Capital Vision Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capital Vision Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $93K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Noninterest bearing cash | Cash / Money Market | — | — | $160.2M | 82.5% | |
| Property Separate Account Fully benefit-responsive investment contract * Principal Life Insurance Company Fully benefit-responsive Fixed income guaranteed option investment contract | Pooled Separate Accounts | — | — | $27.8M | 14.3% | |
| Brokerage Account Schwab Funds Self-Directed Brokerage Acct $0.00 | Self-Directed Brokerage | — | — | $3.2M | 1.7% | |
| Participant loans Interest rate ranging from 3.25% to 10.50% | Bonds / Notes | — | — | $2.4M | 1.2% | |
| Range of Interest Rates * Participant Loans Rates Range From 3.25% to 10.50% $0.00 | Bonds / Notes | — | — | $2.4M | 1.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $617K | 0.3% | |
| * Principal Real Estate Inv - Principal U.S. Pooled separate account | Pooled Separate Accounts | — | — | $617K | 0.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | 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.
