Declan Dwyer signed PSB Insights, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PSB Insights, LLC's EIN is 52-2346069.
Download the official 2024 Form 5500 (PDF) for PSB Insights, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PSB Insights, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.3M | 20.5% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.6M | 15.7% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.4M | 14.7% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.9M | 11.5% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $789K | 4.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $698K | 4.3% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $678K | 4.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $460K | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $399K | 2.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $291K | 1.8% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $276K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $273K | 1.7% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $268K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $251K | 1.5% | |
| FEDERATED MDT SM CAP GR INSTL | Registered Investment Companies | — | — | $240K | 1.5% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $240K | 1.5% | |
| GGT EUROPACIFIC GROWTH I1 WILMINGTON TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $211K | 1.3% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $202K | 1.2% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $180K | 1.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $170K | 1.0% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $143K | 0.9% | |
| MID CAP GROWTH FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $125K | 0.8% | |
| SMALL CAP VALUE FUND III I1 WILMINGTON TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $110K | 0.7% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $42K | 0.3% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $24K | 0.1% | |
| VICTORY INTL SMALL CAP I | Registered Investment Companies | — | — | $15K | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $6K | <0.1% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | 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.
| $20K |
| — |
