Sandi Morick signed 127 Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
127 Group, LLC's EIN is 81-5194046.
Download the official 2024 Form 5500 (PDF) for 127 Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)127 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | PALM BEACH GARDENS, FL | ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $671K | 17.5% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $525K | 13.7% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $473K | 12.3% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $464K | 12.1% | |
| JPM US LG CP CR PL - R2 | Registered Investment Companies | — | — | $354K | 9.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $325K | 8.5% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $281K | 7.3% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $134K | 3.5% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $127K | 3.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $73K | 1.9% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $71K | 1.8% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $49K | 1.3% | |
| FIDELITY INTL CAPITAL APP M | Registered Investment Companies | — | — | $43K | 1.1% | |
| HARTFORD MIDCAP R3 | Registered Investment Companies | — | — | $34K | 0.9% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $27K | 0.7% | |
| AMERICAN CENTURY EMERG MKT-R | Registered Investment Companies | — | — | $24K | 0.6% | |
| COLUMBIA GLOBAL VALUE R | Registered Investment Companies | — | — | $20K | 0.5% | |
| WESTERN INTERMEDIATE BOND R | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $6K | 0.2% | |
| CARILLON CLARIVEST INTL STK I | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO HIGH YIELD FUND - R | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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