Debra Carbo signed System Services Broadband, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
System Services Broadband, Inc.'s EIN is 72-1469818.
Download the official 2024 Form 5500 (PDF) for System Services Broadband, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)System Services Broadband, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 75-3182674 | WACO, TX | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | — | CINCINNATI, OH | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 Mutual fund | Mutual Funds | — | — | $1.5M | 23.0% | |
| Nuveen Lifecycle Index 2025 R6 Mutual fund | Mutual Funds | — | — | $1.2M | 19.1% | |
| Nuveen Lifecycle Index 2035 R6 Mutual fund | Mutual Funds | — | — | $491K | 7.6% | |
| RMS Passive Aggressive Growth Mutual fund | Other securities | — | — | $485K | 7.5% | |
| RMS Managed Aggregate Growth Mutual fund | Other securities | — | — | $333K | 5.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual fund | Mutual Funds | — | — | $333K | 5.2% | |
| RMS Passive Growth Mutual fund | Other securities | — | — | $279K | 4.3% | |
| Ishares S&P 500 Index Exchange traded fund | Common Collective Trusts | — | — | $231K | 3.6% | |
| Nuveen Lifecycle Index 2060 R6 Mutual fund | Mutual Funds | — | — | $227K | 3.5% | |
| Nuveen Lifecycle Index 2055 R6 Mutual fund | Mutual Funds | — | — | $225K | 3.5% | |
| Nuveen Lifecycle Index 2065 R6 Mutual fund | Mutual Funds | — | — | $210K | 3.3% | |
| Nuveen Lifecycle Index 2050 R6 Mutual fund | Mutual Funds | — | — | $147K | 2.3% | |
| RMS Managed Growth Mutual fund | Other securities | — | — | $127K | 2.0% | |
| Fidelity Govt Cash Reserves Interest bearing cash | Mutual Funds | — | — | $108K | 1.7% | |
| Nuveen Lifecycle Index 2045 R6 Mutual fund | Mutual Funds | — | — | $95K | 1.5% | |
| Ishares Core MSCI Eafe Exchange traded fund | Other securities | — | — | $85K | 1.3% | |
| RMS Passive Moderate Mutual fund | Other securities | — | — | $79K | 1.2% | |
| Ishares Core Emerging Mkts Exchange traded fund | Other securities | — | — | $77K | 1.2% | |
| Ishares Core Total US Bond Mkt Exchange traded fund | Other securities | — | — | $47K | 0.7% | |
| Delaware Value R6 Mutual fund | Other securities | — | — | $18K | 0.3% | |
| Ishares Russell 2000 Index Exchange traded fund | Common Collective Trusts | — | — | $15K | 0.2% | |
| MFS New Discovery Value R6 Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| RMS Managed Moderate Mutual fund 586 RMS Managed Ultra Conserv Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
