CHAD Carroll signed Process Equipment & Service Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Process Equipment & Service Company, Inc.'s EIN is 85-0237928.
Download the official 2024 Form 5500 (PDF) for Process Equipment & Service Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Process Equipment & Service Company, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH ADVISOR | — | PHILADELPHIA, PA | OTHER | $10K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.4M | 99.9% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 001 | Common Collective Trust | — | — | $266K | 2.0% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 001 | Common Collective Trust | — | — | $75K | 0.6% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 001 | Common Collective Trust | — | — | $52K | 0.4% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 001 | Common Collective Trust | — | — | $46K | 0.3% |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDED CAPITAL WEALTH | — | HOUSTON, TX | INVESTMENT ADVISOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | VANCOUVER, WA | CONTRACT ADMIN | $15K | — |
