Emily Eldridge signed Service Experts LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Experts LLC's EIN is 62-1639453.
Download the official 2024 Form 5500 (PDF) for Service Experts LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Experts LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $229K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMIT | 13-5674085 | — | INVESTMENT ADVISOR | $45K | — |
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.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Reserves Institutional Shares Mutual Funds * Fidelity Investments Fidelity Contrafund - Class K N/R | Mutual Funds | — | — | $15.9M | 10.5% | |
| PLT HYBRID 2040 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.8M | 9.1% | |
| Fidelity Investments Fidelity 500 Index Institutional Fund N/R | Common Collective Trusts | — | — | $13.4M | 8.8% | |
| PLT HYBRID 2045 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $13.0M | 8.6% | |
| PLT HYBRID 2035 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $12.9M | 8.5% | |
| PLT HYBRID 2030 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $11.5M | 7.6% | |
| PLT HYBRID 2050 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.4M | 7.5% | |
| PLT HYBRID 2055 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $9.0M | 5.9% | |
| PLT HYBRID 2025 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.6M | 5.0% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $6.5M | 4.3% | |
| PLT HYBRID 2065 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $5.3M | 3.5% | |
| Money Market Fund Federated Investment Federated U.S. Treasury Cash N/R | Cash / Money Market | — | — | $3.8M | 2.5% | |
| Fidelity Investments Fidelity Puritan Fund - Class K N/R | Mutual Funds | — | — | $3.4M | 2.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.9M | 1.9% | |
| Fidelity Investments Fidelity US Bond Index Fund - N/R | Common Collective Trusts | — | — | $2.9M | 1.9% | |
| Investor Class Janus Henderson Janus Henderson Triton Fund Class I N/R | Mutual Funds | — | — | $2.5M | 1.6% | |
| Fidelity Investments Fidelity Diversified International Fund - N/R | Mutual Funds | — | — | $2.2M | 1.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| PLT HYBRID 2020 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 1.1% | |
| Class K Eaton Vance Eaton Vance Atlanta Capital SMID-Cap N/R | Other securities | — | — | $1.7M | 1.1% | |
| Fund Class R6 * Fidelity Investments Fidelity Low-Priced Stock Fund - N/R | Mutual Funds | — | — | $1.6M | 1.0% | |
| Class K Principal Financial Group Principal Equity Income Fund N/R | Common Stocks | — | — | $1.3M | 0.8% | |
| Institutional Class Blackrock Total Return Fund Class K N/R | Other securities | — | — | $1.2M | 0.8% | |
| MFS Institutional International N/R | Mutual Funds | — | — | $1.2M | 0.8% | |
| Equity Fund * Fidelity Investments Fidelity Extended Market Index Fund - N/R | Common Collective Trusts | — | — | $940K | 0.6% | |
| Premium Class Goldman Sachs Goldman Sachs Emerging Markets N/R | Other securities | — | — | $633K | 0.4% | |
| PLT HYBRID INC X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $586K | 0.4% | |
| Equity Insights Fund International * Fidelity Investments Fidelity® Small Cap Index Fund - N/R | Common Collective Trusts | — | — | $551K | 0.4% | |
| PLT HYBRID 2015 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $226K | 0.1% | |
| Premium Class Vanguard Developed Markets N/R | Mutual Funds | — | — | $193K | 0.1% |
