Donnabel Dizon signed VM Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VM Services, Inc.'s EIN is 77-0459829.
Download the official 2024 Form 5500 (PDF) for VM Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VM 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $31K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $1K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-1897480 |
| — |
| INVESTMENT ADVISORY |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMYNS SMITH MCCLEARY & DEAVER LLP | 68-0307221 | — | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $1.3M | 12.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $996K | 9.8% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | Mutual Funds | — | — | $927K | 9.1% | |
| Victory Sycamore Est Val R6 | Other securities | — | — | $850K | 8.4% | |
| Transamerica Life Ins Co Transamerica Stable Val Beacon ion | Common Stocks | — | — | $732K | 7.2% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | Mutual Funds | — | — | $676K | 6.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $612K | 6.0% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | Mutual Funds | — | — | $499K | 4.9% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $445K | 4.4% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $374K | 3.7% | |
| MFS Mid Cap Gr R6 | Mutual Funds | — | — | $314K | 3.1% | |
| Blackrock Health Sciences Opps K | Other securities | — | — | $264K | 2.6% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | Mutual Funds | — | — | $247K | 2.4% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 | Mutual Funds | — | — | $235K | 2.3% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $232K | 2.3% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $218K | 2.2% | |
| BlackRock Tech Opp K | Other securities | — | — | $173K | 1.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $171K | 1.7% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $144K | 1.4% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | Mutual Funds | — | — | $139K | 1.4% | |
| Franklin Templeton Franklin Utilities R6 | Mutual Funds | — | — | $93K | 0.9% | |
| JPMorgan Gl Bd Opp R6 | Other securities | — | — | $81K | 0.8% | |
| John Hancock JHancock Disciplined Val Intl R6 | Other securities | — | — | $75K | 0.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $74K | 0.7% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $72K | 0.7% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | Mutual Funds | — | — | $63K | 0.6% | |
| Fidelity Advisor Intl Small Cap Z | Mutual Funds | — | — | $46K | 0.5% | |
| Principal SmallCap Gr I R6 | Other securities | — | — | $43K | 0.4% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 | Mutual Funds | — | — | $36K | 0.4% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $16K | 0.2% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | Mutual Funds | — | — | $15K | 0.1% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Intl Index | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2K | <0.1% | |
| AEGON CASH RESERVE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 060 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS WA MTL INVS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK GLBL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HEALTH SCNCS OPS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA EMERGING MKT PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN MTL FNCL SERV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 270 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 748 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS INTL SM CP INSIGHTS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 699 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS SM CP GR INSIGHTS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 771 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD INTL OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 646 | Pooled Separate Account | — | — | $0 | <0.1% |
