April Bowen signed Consulting Services Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consulting Services Group, LLC's EIN is 80-0567247.
Download the official 2024 Form 5500 (PDF) for Consulting Services Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consulting Services Group, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $3.0M | 18.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.7M | 16.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 8.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 8.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $869K | 5.3% | |
| CALVERT BOND FUND I 650 REGISTERED INVESTMENT COMPANY FID SMALL CAP INDEX | Registered Investment Companies | — | — | $866K | 5.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $838K | 5.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $727K | 4.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $722K | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $637K | 3.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $597K | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $528K | 3.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $478K | 2.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $333K | 2.0% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $223K | 1.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $212K | 1.3% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $144K | 0.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $139K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $132K | 0.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $60K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $43K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $22K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $33K |
| — |
