Pete Swisher signed Group Plan Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Group Plan Systems, LLC's EIN is 87-2096126.
Download the official 2024 Form 5500 (PDF) for Group Plan Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Group Plan Systems, LLC'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 |
|---|---|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC | 82-1797253 | GLASSBORO, NJ | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL WEALTH MANAGEMENT, LLC | 23-3016440 | YORK, PA | NONE | $582K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Timothy Plan Sml Cap Value-I Mutual Fund ** 33 Vanguard International Growth Adm Mutual Fund ** 31 CCM Community Impact Bond Fund Instl Mutual Fund ** 12 Flexpath Index Mod 2045-R1 Common Collective Trust | U.S. Treasuries | — | — | $8.6M | 18.9% | |
| Flexpath Index Mod Rtrm-R1 Common Collective Trust | Common Collective Trusts | — | — | $7.1M | 15.8% | |
| Flexpath Index Mod 2035-R1 Common Collective Trust | Common Collective Trusts | — | — | $6.6M | 14.7% | |
| Flexpath Index Mod 2055-R1 Common Collective Trust | Common Collective Trusts | — | — | $3.1M | 6.9% | |
| Flexpath Index Aggr 2055-R1 Common Collective Trust | Common Collective Trusts | — | — | $2.7M | 6.0% | |
| Flexpath Index Aggr 2045-R1 Common Collective Trust | Common Collective Trusts | — | — | $2.6M | 5.9% | |
| Flexpath Index Aggr 2035-R1 Common Collective Trust | Common Collective Trusts | — | — | $2.6M | 5.8% | |
| Fidelity® 500 Index Institutional Prem Mutual Fund | Common Collective Trusts | — | — | $2.5M | 5.7% | |
| Fidelity® Large Cap Growth Idx Instl Prm Mutual Fund | Common Collective Trusts | — | — | $1.6M | 3.6% | |
| Flexpath Index Aggr Rtrm-R1 Common Collective Trust | Common Collective Trusts | — | — | $705K | 1.6% | |
| Flexpath Index Moderate 2065 Fund Class R1 Common Collective Trust | Common Collective Trusts | — | — | $683K | 1.5% | |
| Flexpath Index Cons 2045-R1 Common Collective Trust | Common Collective Trusts | — | — | $621K | 1.4% | |
| Flexpath Index Cnsrv Retirement R1 Common Collective Trust | Common Collective Trusts | — | — | $546K | 1.2% | |
| Fidelity® Mid Cap Index Instl Prem Mutual Fund | Mutual Funds | — | — | $408K | 0.9% | |
| Fidelity® US Bond Index Instl Prem Mutual Fund | Mutual Funds | — | — | $392K | 0.9% | |
| With Various Maturities | Other securities | — | — | $382K | 0.8% | |
| T. Rowe Price Retirement Blend 2050 I Mutual Fund | Other securities | — | — | $380K | 0.8% | |
| Flexpath Index Aggressive 2065 Fund Class R1 Common Collective Trust | Common Collective Trusts | — | — | $370K | 0.8% | |
| Fidelity® Small Cap Index Instl Prem Mutual Fund | Mutual Funds | — | — | $336K | 0.7% | |
| Master Cash | Cash / Money Market | — | — | $329K | 0.7% | |
| Flexpath Index Cons 2035-R1 Common Collective Trust | Common Collective Trusts | — | — | $314K | 0.7% | |
| Invesco S&P SmallCap Value with Momentum ETF Exchange Traded Funds ** 610 Goldman Sachs Finl Sq Govn Mm Fd#465 Money Market | Mutual Funds | — | — | $306K | 0.7% | |
| BlackRock LifePath® Index 2050 K Mutual Fund | Other securities | — | — | $304K | 0.7% | |
| Fidelity® Large Cap Value Index Prm Inst Mutual Fund | Mutual Funds | — | — | $251K | 0.6% | |
| Fidelity® International Index InstlPrm Mutual Fund | Mutual Funds | — | — | $242K | 0.5% | |
| BlackRock LifePath® Index 2045 K Mutual Fund | Other securities | — | — | $159K | 0.4% | |
| Flexpath Index Cons 2055-R1 Common Collective Trust | Common Collective Trusts | — | — | $148K | 0.3% | |
| BlackRock LifePath® Index 2040 K Mutual Fund | Other securities | — | — | $89K | 0.2% | |
| Fidelity® Emerging Markets Idx Instl Prm Mutual Fund | Common Collective Trusts | — | — | $83K | 0.2% | |
| Flexpath Index Conservative 2065 Fund Class R1 Common Collective Trust | Common Collective Trusts | — | — | $71K | 0.2% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $58K | 0.1% | |
| BlackRock LifePath® Index 2060 K Mutual Fund | Other securities | — | — | $58K | 0.1% | |
| BlackRock LifePath Index 2065 K Mutual Fund | Other securities | — | — | $56K | 0.1% | |
| BlackRock LifePath® Index Retire K Mutual Fund | Other securities | — | — | $50K | 0.1% | |
| BlackRock LifePath® Index 2035 K Mutual Fund | Other securities | — | — | $42K | <0.1% | |
| BlackRock LifePath® Index 2055 K Mutual Fund | Other securities | — | — | $40K | <0.1% | |
| BlackRock LifePath® Index 2030 K Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Blend 2055 I Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Total World Stock Index Fund Admiral Share Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Steward Global Equity Income Fund R6 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement Blend 2065 I Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement Blend 2045 I Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-2096126 |
| COLUMBUS, OH |
| FIDUCIARY |
| $30K |
| — |
| JULY BUSINESS SERVICES, LLC | 74-2715820 | WACO, TX | NONE | $0 | — |
