Michelle Ragan signed Eduserve, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eduserve, Inc.'s EIN is 83-4481053.
Download the official 2024 Form 5500 (PDF) for Eduserve, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eduserve, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | RECORDKEEPER | $259K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISOR | $85K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $11.2M | 13.3% | |
| Investor American Funds Growth Fund of Amer R5 | Mutual Funds | — | — | $10.7M | 12.7% | |
| PIMCO Income Instl | Mutual Funds | — | — | $8.8M | 10.5% | |
| FullerThaler Behavioral Small-Cap ** 56 JP Morgan Equity Income R5 | Other securities | — | — | $8.2M | 9.7% | |
| BNY Mellon Midcap Index Fund | Common Collective Trusts | — | — | $8.0M | 9.5% | |
| Schwab Fundamental US Small Co Index IN | Mutual Funds | — | — | $7.5M | 8.9% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $7.0M | 8.3% | |
| BlackRock Strategic Income Opps Instl | Other securities | — | — | $6.2M | 7.3% | |
| Allspring Core Plus Bond Fund Institutional | Other securities | — | — | $6.0M | 7.2% | |
| Putnam Short Duration Bond R6 | Mutual Funds | — | — | $3.6M | 4.3% | |
| Trust Company Retirement Fixed Annuity Cl K * Participant Loans Interest rates ranging from 4.25% - 9.50% $- | Bonds / Notes | — | — | $1.4M | 1.6% | |
| Midwest Institutional GTD Benefit Unallocated Group | Common Stocks | — | — | $1.4M | 1.6% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST CO. · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $944K | 1.1% | |
| American Century One Choice 2050 Portfolio Investor | Other securities | — | — | $461K | 0.5% | |
| American Century One Choice 2060 Portfolio Investor | Other securities | — | — | $432K | 0.5% | |
| American Century One Choice 2040 Portfolio Investor | Other securities | — | — | $378K | 0.4% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $237K | 0.3% | |
| American Century One Choice 2045 Portfolio Investor | Other securities | — | — | $233K | 0.3% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $224K | 0.3% | |
| American Century One Choice 2055 Portfolio Investor | Other securities | — | — | $212K | 0.3% | |
| Columbia Balanced Fund Instl | Other securities | — | — | $193K | 0.2% | |
| American Century One Choice 2035 Portfolio | Other securities | — | — | $185K | 0.2% | |
| American Century One Choice In Retirement Portfolio | Other securities | — | — | $162K | 0.2% | |
| American Century One Choice 2025 Portfolio | Other securities | — | — | $136K | 0.2% | |
| Federated Hermes Instl High Yield Bond | Other securities | — | — | $131K | 0.2% | |
| American Century One Choice 2030 Portfolio Investor | Other securities | — | — | $106K | 0.1% | |
| FMI International Institutional | Other securities | — | — | $19K | <0.1% | |
| PIMCO CommodityPlus Strat-Ins | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY CONSULTING GROUP | 20-2807852 | — | PLAN ADMINISTRATOR | $142K | — |
