Marie-Lynne Garcia signed Partners Business Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Partners Business Services, LLC's EIN is 66-0724522.
Download the official 2024 Form 5500 (PDF) for Partners Business Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partners Business Services, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR SECURITIES, INC. | 66-0561870 | — | INV CONSULTING | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Banco Popular Bank Deposit Open Account Cash deposit account | Cash / Money Market | — | $898K | $898K | 17.9% | |
| T Rowe Price Retirement 2040 R Mutual Funds | Mutual Funds | — | $593K | $730K | 14.6% | |
| T Rowe Price Retirement 2030 R Mutual Funds | Mutual Funds | — | $555K | $579K | 11.6% | |
| T Rowe Price Retirement 2020 R Mutual Funds | Mutual Funds | — | $532K | $511K | 10.2% | |
| Putnam Equity Income R Mutual Funds | Mutual Funds | — | $327K | $465K | 9.3% | |
| Columbia Mid Cap Index Fund A Mutual Funds | Common Collective Trusts | — | $337K | $320K | 6.4% | |
| American Funds Fundamental Invest R3 Mutual Funds | Mutual Funds | — | $205K | $279K | 5.6% | |
| 31, 2024) with maturities ranging from May 2025 to September 2029 | Other securities | — | $227K | $227K | 4.5% | |
| MFS Emerging Growth R2 Mutual Funds | Mutual Funds | — | $109K | $172K | 3.4% | |
| American Funds New Perspective R3 Mutual Funds | Mutual Funds | — | $95K | $120K | 2.4% | |
| Thornburg International Value R3 Mutual Funds | Other securities | — | $116K | $117K | 2.3% | |
| PIMCO Total Return Fund R Mutual Funds | Mutual Funds | — | $113K | $96K | 1.9% | |
| MFS New Discovery R2 Mutual Funds | Mutual Funds | — | $94K | $84K | 1.7% | |
| Federated Trust for US Treasury Obligations Mutual Funds | U.S. Treasuries | — | $80K | $80K | 1.6% | |
| T Rowe Price Retirement 2010 R Mutual Funds | Mutual Funds | — | $50K | $49K | 1.0% | |
| T Rowe Price Retirement 2050 R Mutual Funds | Mutual Funds | — | $43K | $47K | 0.9% | |
| Invesco International Growth Fund R Mutual Funds | Mutual Funds | — | $52K | $42K | 0.8% | |
| Royce Pennsylvania Mutual Svc Mutual Funds | Other securities | — | $44K | $41K | 0.8% | |
| Kaufmann Fund Class R Mutual Funds | Other securities | — | $36K | $36K | 0.7% | |
| T Rowe Price Retirement Income R Mutual Funds 88 American Century Mid-Cap Value A Mutual Funds | Mutual Funds | — | $29K | $28K | 0.6% | |
| American Century Invests Hertg Fd CI A Mutual Funds | Other securities | — | $26K | $26K | 0.5% | |
| Pioneer Mid-Cap Value R Mutual Funds | Other securities | — | $21K | $22K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
