Michael Cooley signed Early Development Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Early Development Services Inc.'s EIN is 73-1656591.
Download the official 2024 Form 5500 (PDF) for Early Development Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Early Development Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | SANTA CRUZ, CA | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIRE 2055 - R2 | Registered Investment Companies | — | — | $1.1M | 48.4% | |
| JPMORGAN SMARTRET 2045 - R2 | Registered Investment Companies | — | — | $282K | 12.7% | |
| JPMORGAN SMARTRET 2050 - R2 | Registered Investment Companies | — | — | $265K | 12.0% | |
| JPMORGAN SMARTRET 2035 - R2 | Registered Investment Companies | — | — | $226K | 10.2% | |
| JPM SMARTRET 2030 - R2 | Registered Investment Companies | — | — | $119K | 5.4% | |
| JPMORGAN SMARTRET 2040 - R2 | Registered Investment Companies | — | — | $77K | 3.5% | |
| MACQUARIE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $48K | 2.2% | |
| JPM SMARTRET INCOME - R2 | Registered Investment Companies | — | — | $42K | 1.9% | |
| JPM SMARTRET 2020 - R2 | Registered Investment Companies | — | — | $33K | 1.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $20K | 0.9% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $13K | 0.6% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $11K | 0.5% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $3K | 0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $743 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $10 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
