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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS | — | LAVISTA, NE | INVESTMENT ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | — | — | $7.3M | 31.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $6.6M | 29.0% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $4.5M | 19.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $4.2M | 18.6% | |
| Empower Annuity Insurance Company of America Fidelity 500 Index | Common Collective Trusts | — | — | $82K | 0.4% | |
| Empower Annuity Insurance Company of America BlackRock Total Return K ** 661 * Empower Annuity Insurance Company of America DREYFUS GOVERNMENT CASH MGMT INSTL ** 0 * Empower Annuity Insurance Company of America EI FIXED ACCOUNT - SERIES CLASS I | Mutual Funds | — | — | $59K | 0.3% | |
| Forfeitures | Other securities | — | — | $50K | 0.2% | |
| Empower Annuity Insurance Company of America Fidelity Total International Index | Mutual Funds | — | — | $14K | <0.1% | |
| Empower Annuity Insurance Company of America T. Rowe Price Blue Chip Growth I | Common Stocks | — | — | $7K | <0.1% | |
| Empower Annuity Insurance Company of America Fidelity US Bond Index | Mutual Funds | — | — | $5K | <0.1% | |
| Empower Annuity Insurance Company of America PIMCO Income Instl | Mutual Funds | — | — | $4K | <0.1% | |
| Empower Annuity Insurance Company of America JPMorgan Mid Cap Growth R6 | Common Stocks | — | — | $4K | <0.1% | |
| Empower Annuity Insurance Company of America Fidelity Small Cap Index | Mutual Funds | — | — | $3K | <0.1% | |
| Empower Annuity Insurance Company of America PIMCO Real Estate Real Return Strategy I | Mutual Funds | — | — | $3K | <0.1% | |
| Empower Annuity Insurance Company of America Fidelity Mid Cap Index | Mutual Funds | — | — | $2K | <0.1% | |
| Empower Annuity Insurance Company of America American Funds American Balanced R6 ** 0 * Empower Annuity Insurance Company of America AMERICAN FUNDS NEW WORLD R6 ** 205 * Empower Annuity Insurance Company of America BlackRock Inflation Protected Bond K | Mutual Funds | — | — | $2K | <0.1% | |
| Empower Annuity Insurance Company of America AB SMALL CAP GROWTH Z ** 0 * Empower Annuity Insurance Company of America AMERICAN CENTURY MID CAP VALUE R6 | Common Stocks | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC | — | CLEARWATER, FL | CONTRACT ADMIN | $183K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT | — | CHICAGO, IL | OTHER | $8K | — |
