Michele Tully signed National Service Source Inc. DBA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Service Source Inc. DBA's EIN is 59-3063999.
Download the official 2024 Form 5500 (PDF) for National Service Source Inc. DBA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Service Source Inc. DBA'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 | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $2.2M | 12.4% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $2.0M | 11.3% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $1.6M | 9.2% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $1.4M | 8.0% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $1.3M | 7.6% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $1.3M | 7.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $1.0M | 5.9% | |
| PIMCO RAE PLUS SM A | Registered Investment Companies | — | — | $982K | 5.6% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $916K | 5.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $676K | 3.9% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $458K | 2.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $351K | 2.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $346K | 2.0% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $336K | 1.9% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $227K | 1.3% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $226K | 1.3% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $144K | 0.8% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $143K | 0.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $143K | 0.8% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $120K | 0.7% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $116K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $95K | 0.5% | |
| JPMORGAN GROWTH ADVANTAGE R5 | Registered Investment Companies | — | — | $90K | 0.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $77K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $42K | 0.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $40K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| JPMORGAN US EQUITY R5 | Registered Investment Companies | — | — | $13K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1K | <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 |
| $16K |
| — |
