John Banta signed Diversified Service Options, Inc. DBA Guidewell Source's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diversified Service Options, Inc. DBA Guidewell Source's EIN is 59-3514333.
Download the official 2024 Form 5500 (PDF) for Diversified Service Options, Inc. DBA Guidewell Source from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $109K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $212.5M | 94.8% | |
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $26.0M | 11.6% | |
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $21.3M | 9.5% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $19.8M | 8.8% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $19.8M | 8.8% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $18.9M | 8.4% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $13.5M | 6.0% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $12.5M | 5.6% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $11.7M | 5.2% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $11.6M | 5.2% | |
| VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $9.7M | 4.3% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $6.9M | 3.1% | |
| GALLIARD STBLE RTN X WELLS FARGO BANK, N.A. · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $6.7M | 3.0% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $6.5M | 2.9% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.8% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $3.0M | 1.3% | |
| DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| MFS GLOBAL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $899K | 0.4% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $790K | 0.4% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $633K | 0.3% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $24K | <0.1% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Diversified Service Options, Inc. DBA Guidewell Source's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
