Prakriti Bhatia signed ADP Totalsource Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ADP Totalsource Group, Inc.'s EIN is 59-2452823.
Download the official 2024 Form 5500 (PDF) for ADP Totalsource Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ADP Totalsource Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $13.6M | — |
| ADP TOTALSOURCE | 59-2452823 | — | PLAN ADMINISTRATOR | $6.9M | — |
| Name | EIN |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $4.4M | — |
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $253K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | LEGAL | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED TECH PLACEMENT, LLC. | 84-4166143 | — | OTHER SERVICES | $248K | — |
| LEXISNEXIS | 65-0852445 | — | OTHER SERVICES | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3371912 / PN 001 | Common Collective Trust | — | — | $1.2B | 13.2% | |
| AMERICAN CENTURY US PREMIER LARGE C GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 030 | Common Collective Trust | — | — | $738.5M | 8.0% | |
| VOYA TARGET SOLUTION 2045 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 058 | Common Collective Trust | — | — | $569.9M | 6.2% | |
| American Funds Washington Mutual # | Mutual Funds | — | — | $559.2M | 6.1% | |
| VOYA TARGET SOLUTION 2040 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 057 | Common Collective Trust | — | — | $525.9M | 5.7% | |
| VOYA TARGET SOLUTION 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 056 | Common Collective Trust | — | — | $524.8M | 5.7% | |
| VOYA TARGET SOLUTION 2050 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | — | — | $518.9M | 5.6% | |
| ACWI EX-US INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $454.3M | 4.9% | |
| VOYA TARGET SOLUTION 2030 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 055 | Common Collective Trust | — | — | $449.9M | 4.9% | |
| Vanguard Balanced Index Fund # | Common Collective Trusts | — | — | $429.9M | 4.7% | |
| VOYA TARGET SOLUTION 2055 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 060 | Common Collective Trust | — | — | $427.1M | 4.6% | |
| STABLE VALUE COLLECTIVE INVESTMENT GLOBAL TRUST COMPANY · EIN 37-6566011 / PN 001 | Common Collective Trust | — | — | $320.1M | 3.5% | |
| VOYA TARGET SOLUTION 2025 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 054 | Common Collective Trust | — | — | $280.9M | 3.1% | |
| US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3371910 / PN 001 | Common Collective Trust | — | — | $271.9M | 3.0% | |
| VOYA TARGET SOLUTION 2060 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 086 | Common Collective Trust | — | — | $252.8M | 2.8% | |
| T. Rowe Price Mid Cap Fund # | Other securities | — | — | $232.3M | 2.5% | |
| John Hancock Disciplined Mid Value Fund # | Other securities | — | — | $199.4M | 2.2% | |
| TARGET SOLUTION TRUST INCOME VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 051 | Common Collective Trust | — | — | $199.0M | 2.2% | |
| American Funds EuroPacific Growth R4 Fund # | Mutual Funds | — | — | $194.7M | 2.1% | |
| Fidelity Investments Total Bond Fund # | Mutual Funds | — | — | $188.7M | 2.1% | |
| NEUBERGER BERMAN SMALL CAP GROWTH GLOBAL TRUST COMPANY · EIN 87-6528689 / PN 001 | Common Collective Trust | — | — | $181.5M | 2.0% | |
| Dimensional US Small Cap Value Fund # | Mutual Funds | — | — | $126.0M | 1.4% | |
| 10.50%, maturing through March 2056 | Bonds / Notes | — | — | $121.5M | 1.3% | |
| VOYA TARGET SOLUTION 2065 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 098 | Common Collective Trust | — | — | $88.1M | 1.0% | |
| Various PCRA - Self-Directed Brokerage Account # | Self-Directed Brokerage | — | — | $85.1M | 0.9% | |
| Blackrock Money Market Fund # | Cash / Money Market | — | — | $32.2M | 0.4% | |
| BMO SMALL-CAP VALUE FUND GLOBAL TRUST · EIN 27-6059067 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
