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, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS | — | LAVISTA, NE | INVESTMENT ADVISOR | $83K | — |
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.
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 | — | CLEANWATER, FL | CONTRACT ADMIN | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | OTHER | $39K | — |
| MESIROW FINANCIAL INVESTMENT | — | CHICAGO, IL | OTHER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $19.4M | 26.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $16.7M | 23.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $12.5M | 17.4% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $10.2M | 14.1% | |
| Empower Annuity Insurance Company of America FIDELITY 500 INDEX | Common Collective Trusts | — | — | $3.1M | 4.4% | |
| Empower Annuity Insurance Company of America EI FIXED ACCOUNT - SERIES CLASS I | Common Stocks | — | — | $1.8M | 2.5% | |
| Participants Loans Various Interest Rates 4.50% to 9.50% | Bonds / Notes | — | — | $1.6M | 2.2% | |
| Empower Annuity Insurance Company of America FIDELITY TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $845K | 1.2% | |
| Empower Annuity Insurance Company of America JPMORGAN MID CAP GROWTH R6 | Common Stocks | — | — | $837K | 1.2% | |
| Empower Annuity Insurance Company of America FIDELITY MID CAP INDEX | Mutual Funds | — | — | $821K | 1.1% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $794K | 1.1% | |
| Empower Annuity Insurance Company of America FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $767K | 1.1% | |
| Empower Annuity Insurance Company of America AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $533K | 0.7% | |
| Empower Annuity Insurance Company of America FIDELITY US BOND INDEX | Mutual Funds | — | — | $492K | 0.7% | |
| Empower Annuity Insurance Company of America JPMORGAN U.S. VALUE R6 | Common Stocks | — | — | $388K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $361K | 0.5% | |
| Forfeitures | Other securities | — | — | $268K | 0.4% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $131K | 0.2% | |
| Empower Annuity Insurance Company of America PIMCO INCOME INSTL | Mutual Funds | — | — | $93K | 0.1% | |
| Empower Annuity Insurance Company of America MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $73K | 0.1% | |
| Empower Annuity Insurance Company of America JPMORGAN SMALL CAP VALUE R6 | Common Stocks | — | — | $69K | <0.1% | |
| Empower Annuity Insurance Company of America DREYFUS GOVERNMENT CASH MGMT INSTL | Mutual Funds | — | — | $69K | <0.1% | |
| Empower Annuity Insurance Company of America AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $62K | <0.1% | |
| Empower Annuity Insurance Company of America AB SMALL CAP GROWTH Z | Common Stocks | — | — | $51K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $48K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $27K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $18K | <0.1% | |
| Empower Annuity Insurance Company of America PIMCO REAL ESTATE REAL RETURN STRATEGY I | Mutual Funds | — | — | $14K | <0.1% | |
| Empower Annuity Insurance Company of America AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $10K | <0.1% | |
| Empower Annuity Insurance Company of America BLACKROCK INFLATION PROTECTED BOND K | Common Stocks | — | — | $10K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $8K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $5K | <0.1% | |
| Empower Annuity Insurance Company of America BLACKROCK TOTAL RETURN K | Common Stocks | — | — | $1K | <0.1% |
