Michelle L. Mayfield signed Advantage Services Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantage Services Group LLC's EIN is 85-3347496.
Download the official 2024 Form 5500 (PDF) for Advantage Services Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantage Services Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $46 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.2M | 22.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $891K | 17.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $651K | 12.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $460K | 8.8% | |
| Transferred Fiduciary Late To Contributions Correction The Plan Not Corrected Program $ 392,008 — | Other securities | — | $1K | $391K | 7.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $282K | 5.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $257K | 4.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $243K | 4.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 001 | Common Collective Trust | — | — | $175K | 3.4% | |
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $153K | 2.9% | |
| AB Large Cap Growth Z Registered Investment Company | Common Stocks | — | — | $153K | 2.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $132K | 2.5% | |
| PGIM Total Return Bond R6 Registered Investment Company | Common Stocks | — | — | $66K | 1.3% | |
| PIMCO Income Instl Registered Investment Company | Mutual Funds | — | — | $65K | 1.2% | |
| PIMCO Int Bond (Usd-Hedged) Inst Registered Investment Company | U.S. Treasuries | — | — | $60K | 1.2% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $55K | 1.1% | |
| Notes Receivable From Participants dates through December 2029. | Other securities | — | — | $54K | 1.0% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $52K | 1.0% | |
| American Funds Eupac R6 Registered Investment Company | Mutual Funds | — | — | $39K | 0.8% | |
| American Century Emerging Markets R6 Registered Investment Company | Common Stocks | — | — | $38K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $36K | 0.7% | |
| T. Rowe Price Diversified Mid Cap Gr I Registered Investment Company | Common Stocks | — | — | $34K | 0.6% | |
| American Century Mid Cap V alue R6 Registered Investment Company | Common Stocks | — | — | $33K | 0.6% | |
| General Account Guaranteed Investment Contract | Stable Value | — | — | $28K | 0.5% | |
| Janus Henderson Small Cap V alue N Registered Investment Company | Mutual Funds | — | — | $23K | 0.4% | |
| Federated Hermes Kaufmann Small Cp R6 Registered Investment Company | Common Stocks | — | — | $19K | 0.4% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $16K | 0.3% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $11K | 0.2% | |
| BLACKROCK MID CAP EQUITY IDX FUND C GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $9K | 0.2% | |
| American Funds Washington Mutual R6 Registered Investment Company | Mutual Funds | — | — | $8K | 0.2% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
