Terrance Power signed Plan Compliance Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | THIRD PARTY ADMINISTRATO | $7K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $282K | 15.8% | |
| UNION BOND & TRUST CO STABLE VALUE UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $273K | 15.3% | |
| BlackRock LifePath Index 2040 Registered investment company | Common Stocks | — | — | $266K | 14.8% | |
| BlackRock LifePath Index 2060 Registered investment company ** 283 BlackRock LifePath Index 2065 Registered investment company ** 0 DFA Real Estate Securities I Registered investment company ** 230 Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $176K | 9.8% | |
| BlackRock LifePath Index 2035 Registered investment company | Common Stocks | — | — | $139K | 7.8% | |
| Fidelity Mid Cap Index Registered investment company | Mutual Funds | — | — | $138K | 7.7% | |
| Fidelity Small Cap Index Registered investment company | Mutual Funds | — | — | $111K | 6.2% | |
| BlackRock LifePath Index 2050 Registered investment company | Common Stocks | — | — | $72K | 4.0% | |
| BlackRock LifePath Index 2025 Registered investment company ** 0 BlackRock LifePath Index 2030 Registered investment company | Common Stocks | — | — | $63K | 3.5% | |
| BlackRock LifePath Index 2045 Registered investment company | Common Stocks | — | — | $62K | 3.5% | |
| BlackRock LifePath Index 2055 Registered investment company | Common Stocks | — | — | $52K | 2.9% | |
| CASH 198 * PARTICIPANT LOANS Interest rates ranging from 8.75%-9.50% | Cash / Money Market | — | — | $47K | 2.6% | |
| BlackRock LifePath Idx Retire Registered investment company | Common Collective Trusts | — | — | $33K | 1.8% | |
| iShares MSCI EAFE Intl Idx K Registered investment company ** 255 JPMorgan Large Cap Growth R6 Registered investment company | Common Collective Trusts | — | — | $29K | 1.6% | |
| MFS International Growth CIT Registered investment company ** 0 PGIM High Yield R6 Registered investment company ** 264 State Street Agg Bond Index K Registered investment company ** 0 Vanguard Equity Income Admiral Registered investment company | Common Collective Trusts | — | — | $28K | 1.6% | |
| Amer Funds New Perspective R6 Registered investment company | Common Stocks | — | — | $14K | 0.8% | |
| JPMorgan Small Cap Growth R6 Registered investment company | Common Stocks | — | — | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
