Michael Caron signed Complete Property Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete Property Services, Inc.'s EIN is 59-3376883.
Download the official 2024 Form 5500 (PDF) for Complete Property Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete Property Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 100.0% | |
| Voya MyCompass Ind Mod 2035 Fd R | Other securities | — | — | $663K | 31.5% | |
| Voya MyCompass Ind Mod 2045 Fd R | Other securities | — | — | $545K | 25.9% | |
| Voya MyCompass Ind Mod Ret Fd R | Other securities | — | — | $374K | 17.7% | |
| Voya MyCompass Ind Mod 2055 Fd R | Other securities | — | — | $263K | 12.5% | |
| Fidelity Fid US Bd Id Fd ** 784 * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $232K | 11.0% | |
| Voya MyCompass Ind Mod 2065 Fd R | Other securities | — | — | $12K | 0.6% | |
| American Funds American Funds Wash Mutual R6 | Mutual Funds | — | — | $4K | 0.2% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds American Funds EuroPacific R6 ** 867 * American Funds American Funds Nw Prspctv R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Voya MyCompass Ind Cns Ret Fd R | Other securities | — | — | $2K | <0.1% | |
| Fidelity Global ex US Index Fd Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Voya Large Cap Growth Fund III R1 | Other securities | — | — | $1K | <0.1% | |
| TRowePrice VY TRwPr Cap Apprec Port R6 | Other securities | — | — | $1K | <0.1% | |
| Voya MyCompass Ind Agg 2055 Fd R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
