Cefco National Claims Services, Inc.'s EIN is 63-0772568.
Download the official 2024 Form 5500 (PDF) for Cefco National Claims Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cefco National Claims 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 |
|---|---|---|---|---|---|
| N. D. PITTMAN | — | MOBILE, AL | ADVISOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS | 13-3180178 | — | TPA | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pimco Income Instl 87,186.32 shares | Mutual Funds | — | $1.0M | $917K | 18.6% | |
| Fidelity Growth Company 9,112.00 shares | Mutual Funds | — | $156K | $368K | 7.4% | |
| American Funds American Funds Growth Fund 4,188.50 shares | Mutual Funds | — | $191K | $312K | 6.3% | |
| Harbor Capital Appreciation 2,436.94 shares | Other securities | — | $157K | $277K | 5.6% | |
| Pimco Total Return Instl 30,860.45 shares | Mutual Funds | — | $319K | $262K | 5.3% | |
| Gotham Enhanced Return Institutional 20,138.73 shares | Other securities | — | $247K | $249K | 5.0% | |
| Dimensional Fund Advisors DFA US Small Cap Value I 4,376.07 shares | Mutual Funds | — | $134K | $212K | 4.3% | |
| Catalyst Mutual Funds Catalyst Hedged Futures 21,816.50 shares | Other securities | — | $234K | $202K | 4.1% | |
| Participant Notes Interest rates at 4.25% - 9.25% -0- | Bonds / Notes | — | — | $194K | 3.9% | |
| Dimensional Fund Advisors DFA International Small Cap I 8,020.23 shares | Mutual Funds | — | $145K | $176K | 3.6% | |
| Brown Capital Brown Cap Mgmt Small Co 3,019.15 shares | Common Stocks | — | $220K | $153K | 3.1% | |
| Oakmark Select Fund 1,835.82 shares | Other securities | — | $73K | $147K | 3.0% | |
| Dodge & Cox Dodge & Cox Stock I 568.28 shares | Mutual Funds | — | $134K | $146K | 3.0% | |
| Gotham Neutral Institutional 9,042.80 shares | Other securities | — | $103K | $127K | 2.6% | |
| Mairs and Power Mairs & Power Growth Inv 719.22 shares | Other securities | — | $89K | $122K | 2.5% | |
| Manning and Napier Manning & Napier ProBlend Max 4,849.24 shares | Other securities | — | $93K | $121K | 2.5% | |
| Sequoia 650.73 shares | Other securities | — | $100K | $119K | 2.4% | |
| FPA Crescent Fund Inst 2,387.92 shares | Other securities | — | $76K | $96K | 1.9% | |
| Longboard Managed Future Strategy 6,453.95 shares | Other securities | — | $96K | $95K | 1.9% | |
| Akre Focus Instl 1,358.04 shares | Other securities | — | $40K | $92K | 1.9% | |
| Dodge & Cox Dodge & Cox Intl Stock 1,771.94 shares | Mutual Funds | — | $79K | $88K | 1.8% | |
| John Hancock John Hancock International Growth 3,004.70 shares | Mutual Funds | — | $73K | $81K | 1.6% | |
| American Funds American Funds New World F-2 1,030.87 shares | Mutual Funds | — | $55K | $79K | 1.6% | |
| Oakmark International Fd 3,062.11 shares | Other securities | — | $75K | $77K | 1.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equ 2,591.86 shares | Mutual Funds | — | $42K | $60K | 1.2% | |
| American Funds American Funds EuroPacific Gr F 876.64 shares | Mutual Funds | — | $41K | $47K | 1.0% | |
| Charles Schwab US Treasury Money Fund | U.S. Treasuries | — | $34K | $34K | 0.7% |
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 |
|---|---|---|---|---|---|
| SMITH DUKES & BUCKLEW | 63-0191630 | — | AUDITOR | $18K | — |
