Plan Compliance Services, Inc.'s EIN is 59-3708427.
Download the official 2024 Form 5500 (PDF) for Plan Compliance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Compliance 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 |
|---|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS, LLC | 82-4516448 | CINCINNATI, OH | ADVISOR | $21K | — |
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | WESTLAKE, OH | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 15.8% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 13.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $855K | 10.8% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $666K | 8.4% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $513K | 6.5% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $459K | 5.8% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $443K | 5.6% | |
| FEDERATED HERMES CAPITAL PRESERVATI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $432K | 5.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $391K | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $348K | 4.4% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $307K | 3.9% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $307K | 3.9% | |
| Participant Loan Various Interest Rates- 5.0% to 9.25% | Bonds / Notes | — | — | $159K | 2.0% | |
| METROPOLITAN WEST TOTAL RETURN BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $156K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 1.5% | |
| VANGUARD SMALL CAP GROWTH INDEX FUN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 1.4% | |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 1.2% | |
| VANGUARD TOTAL INTERNATIONAL STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 1.1% | |
| DFA U.S. TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.6% | |
| VANGUARD INTERNATIONAL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.6% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.6% | |
| DODGE & COX INTERNATIONAL STOCK FUN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $35K | 0.4% | |
| Forfeiture | Other securities | — | — | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
