System Resources Telecom, LLC's EIN is 72-1432916.
Download the official 2024 Form 5500 (PDF) for System Resources Telecom, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)System Resources Telecom, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO. | 36-6071399 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $786K | 18.2% | |
| AMERICAN FUNDS 2025 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $506K | 11.7% | |
| AMERICAN FUNDS 2035 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $501K | 11.6% | |
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $419K | 9.7% | |
| AMERICAN FUNDS 2045 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $356K | 8.2% | |
| AMERICAN FUNDS 2050 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $281K | 6.5% | |
| AMERICAN FUNDS 2060 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $216K | 5.0% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $170K | 4.0% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $159K | 3.7% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $146K | 3.4% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $139K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $89K | 2.1% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $84K | 1.9% | |
| AMERICAN FUNDS 2020 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $53K | 1.2% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 764 | Pooled Separate Account | — | — | $45K | 1.0% | |
| T. ROWE PRICE GROWTH STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 958 | Pooled Separate Account | — | — | $44K | 1.0% | |
| MAC INTERNATIONAL CORE EQUITY RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 535 | Pooled Separate Account | — | — | $33K | 0.8% | |
| FRANKLIN SMALL-MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $30K | 0.7% | |
| MFS MID CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $30K | 0.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $28K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $28K | 0.6% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $27K | 0.6% | |
| PRUDENTIAL TOTAL RTURN BD RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $24K | 0.6% | |
| MFS MASSACHUSETTS INVESTORS RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $24K | 0.5% | |
| PIMCO INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $22K | 0.5% | |
| PIMCO REAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 473 | Pooled Separate Account | — | — | $21K | 0.5% | |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $19K | 0.5% | |
| AMERICAN FUNDS 2015 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 291 | Pooled Separate Account | — | — | $17K | 0.4% | |
| Transamerica Stable Value Core Account Stable Value Option | Stable Value | — | — | $15K | 0.3% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1K | <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 |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $2K | — |
