Janice Bryant signed Southern MAIL Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern MAIL Service, Inc.'s EIN is 75-1482649.
Download the official 2024 Form 5500 (PDF) for Southern MAIL Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern MAIL Service, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $155K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMER FNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.0M | 17.3% | |
| GREAT GRAY TRUST AMER FNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.2M | 10.4% | |
| Empower Life & Annuity Key Guaranteed Portfolio Fund | Other securities | — | — | $1.2M | 10.3% | |
| GREAT GRAY TRUST AMER FNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $921K | 8.2% | |
| GREAT GRAY TRUST AMER FNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $862K | 7.6% | |
| GREAT GRAY TRUST AMER FNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $556K | 4.9% | |
| GREAT GRAY TRUST AMER FNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $476K | 4.2% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $384K | 3.4% | |
| GREAT GRAY TRUST AMER FNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $359K | 3.2% | |
| Vanguard Developed Mkts | Mutual Funds | — | — | $325K | 2.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $236K | 2.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $207K | 1.8% | |
| GREAT GRAY TRUST AMER FNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $196K | 1.7% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $167K | 1.5% | |
| GREAT GRAY TRUST AMER FNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $139K | 1.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | Mutual Funds | — | — | $124K | 1.1% | |
| PIMCO Int Bond | U.S. Treasuries | — | — | $107K | 1.0% | |
| DFA Inflation-Protected Securities I Mutual Fund | Mutual Funds | — | — | $98K | 0.9% | |
| GREAT GRAY TRUST AMER FNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $82K | 0.7% | |
| MFS Value Fund Class | Mutual Funds | — | — | $80K | 0.7% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $70K | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate | Other securities | — | — | $67K | 0.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $61K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $37K | 0.3% | |
| PGIM High Yield | Other securities | — | — | $32K | 0.3% | |
| GREAT GRAY TRUST AMER FNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $30K | 0.3% | |
| GREAT GRAY TRUST AMER FNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $27K | 0.2% | |
| Franklin Templeton Clearbridge International Growth | Mutual Funds | — | — | $17K | 0.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $145 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| NONE |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURED PARTNERS CAPITAL, INC | — | LAKE MARY, FL | NONE | $55K | — |
| PREMIER RETIREMENT PARTNERS LLC | — | MADISON, WI | NONE | $41K | — |
