Fiona Buccelli signed Essential Services Intermediate Holding Corporation DBA Turnpoint SERV's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essential Services Intermediate Holding Corporation DBA Turnpoint SERV's EIN is 81-3502817.
Download the official 2024 Form 5500 (PDF) for Essential Services Intermediate Holding Corporation DBA Turnpoint SERV from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential Services Intermediate Holding Corporation DBA Turnpoint SERV'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $531K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2050 R6 Mutual Fund | Mutual Funds | — | — | $15.8M | 12.0% | |
| American Funds Target Date 2035 R6 Mutual Fund | Mutual Funds | — | — | $14.7M | 11.2% | |
| American Funds Target Date 2045 R6 Mutual Fund | Mutual Funds | — | — | $14.3M | 10.9% | |
| American Funds Target Date 2040 R6 Mutual Fund | Mutual Funds | — | — | $14.0M | 10.7% | |
| American Funds Target Date 2055 R6 Mutual Fund | Mutual Funds | — | — | $13.8M | 10.5% | |
| American Funds Target Date 2060 R6 Mutual Fund | Mutual Funds | — | — | $10.3M | 7.9% | |
| American Funds Target Date 2030 R6 Mutual Fund | Mutual Funds | — | — | $8.8M | 6.7% | |
| American Funds Target Date 2065 R6 Mutual Fund | Mutual Funds | — | — | $8.0M | 6.1% | |
| American Funds Target Date 2025 R6 Mutual Fund | Mutual Funds | — | — | $7.0M | 5.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $6.8M | 5.2% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.1% | |
| from 2025 - 2034 -0- | Other securities | — | — | $4.0M | 3.0% | |
| American Funds Target Date 2020 R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 1.4% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Putnam Large Cap Value Fund R1 Common/collective trust | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $910K | 0.7% | |
| Great Gray Emerging Markets Fund II R1 Common/collective trust | Common Collective Trusts | — | — | $495K | 0.4% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $495K | 0.4% | |
| Fidelity Government Money Market Interest-bearing cash | Mutual Funds | — | — | $460K | 0.3% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $234K | 0.2% | |
| American Funds Target Date 2015 R6 Mutual Fund | Mutual Funds | — | — | $219K | 0.2% | |
| American Funds Target Date 2010 R6 Mutual Fund | Mutual Funds | — | — | $178K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES, NALE & MATTINGLY PLC | 61-0420207 | — | ACCOUNTANT/AUDITOR | $15K | — |
