Electrostim Medical Services, Inc.'s EIN is 59-3323767.
Download the official 2024 Form 5500 (PDF) for Electrostim Medical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electrostim Medical Services, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PSI ADVISORS LLC | 81-4230782 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Am Fds Trgt Dte Rtm 2045 R6 Fd | Other securities | — | — | $3.7M | 15.3% | |
| Am Fds Trgt Dte Rtm 2040 R6 Fd | Other securities | — | — | $3.0M | 12.5% | |
| Am Fds Trgt Dte Rtm 2050 R6 Fd | Other securities | — | — | $3.0M | 12.4% | |
| Am Fds Trgt Dte Rtm 2035 R6 Fd | Other securities | — | — | $2.7M | 11.3% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $2.4M | 10.0% | |
| Am Fds Trgt Dte Rtm 2030 R6 Fd | Other securities | — | — | $2.4M | 10.0% | |
| Am Fds Trgt Dte Rtm 2025 R6 Fd | Other securities | — | — | $1.6M | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $899K | 3.8% | |
| Am Fds Trgt Dte Rtm 2055 R6 Fd | Other securities | — | — | $622K | 2.6% | |
| Am Fds Trgt Dte Rtm 2060 R6 Fd | Other securities | — | — | $424K | 1.8% | |
| MFS Core Equity R6 Fund | Mutual Funds | — | — | $419K | 1.7% | |
| American Funds AmerMut R6 Fd | Mutual Funds | — | — | $400K | 1.7% | |
| PGIM Jennison Intl Opp R6 Fnd | Other securities | — | — | $271K | 1.1% | |
| Morgan Stanley Inst Grth I Fd | Other securities | — | — | $269K | 1.1% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $264K | 1.1% | |
| Macquarie Mid Cap Income Oppor | Other securities | — | — | $249K | 1.0% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $223K | 0.9% | |
| MFS New Discovery Value R6 Fd | Mutual Funds | — | — | $191K | 0.8% | |
| Am Fds Trgt Dte Rtm 2020 R6 Fd | Other securities | — | — | $177K | 0.7% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | — | $164K | 0.7% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $105K | 0.4% | |
| Alger Small Cap Focus Z Fund | Other securities | — | — | $93K | 0.4% | |
| Am Fds Trgt Dte Rtm 2065 R6 Fd | Other securities | — | — | $74K | 0.3% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $70K | 0.3% | |
| PIMCO Pref and Cap Sec Inst Fd | Mutual Funds | — | — | $69K | 0.3% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $58K | 0.2% | |
| Am Fds Infla Linked Bd R6 Fd | Other securities | — | — | $40K | 0.2% | |
| T. Rowe Price Gl Stock I Fund | Other securities | — | — | $32K | 0.1% | |
| Employee Contributions | Other securities | — | — | $31K | 0.1% | |
| Western Asset Core Bond IS Fd | Other securities | — | — | $27K | 0.1% | |
| Columbia Global Tech Gr I3 | Other securities | — | — | $26K | 0.1% | |
| PGIM Startegic Bond R6 Fund | Other securities | — | — | $23K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $19K | <0.1% | |
| Employer Contributions | Other securities | — | — | $15K | <0.1% | |
| Am Fds Trgt Dte Rtm 2010 R6 Fd | Other securities | — | — | $1K | <0.1% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $1K | <0.1% | |
| Am Fds Trgt Dte Rtm 2015 R6 Fd | Other securities | — | — | $771 | <0.1% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $49 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANET A. PANEBIANCO, CPA, PLLC | 71-1039549 | OLDSMAR, FL | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
