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, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURAFIN ADVISORS |
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.
| 93-4102872 |
| — |
| INVESTMENT ADVISORY |
| $32K |
| — |
| CURAFIN ADVISORS A.D.B.A. OF TMD | 85-1065038 | — | INVESTMENT ADVISORY | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEWS, GOLD, KENNEDY, & SNOW INC | 86-1001235 | PHOENIX, AZ | TPA | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP PLAN SYSTEMS, LLC | 87-2096126 | — | POOLED PEP PROVIDER | $25K | — |
| THE STRUNK INSURANCE GROUP, INC. | 86-0671340 | — | AE APPOINTED SRVC PROVID | $5K | — |
| BENIFIT, LLC | 47-4264646 | — | AE APPOINTED SRVC PROVID | $1K | — |
| BENIFIT, LLC | 52-1053785 | — | AE APPOINTED SRVC PROVID | $531 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $38.7M | 37.6% | |
| CuraFin Disciplined Risk Balanced Fund Common collective trust | Common Collective Trusts | — | — | $34.4M | 33.4% | |
| CURAFIN DISC RSK BALNCD F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002 | Common Collective Trust | — | — | $34.4M | 33.4% | |
| CURAFIN DISC RISK AGGR FD INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002 | Common Collective Trust | — | — | $12.6M | 12.2% | |
| CuraFin Disciplined Risk Moderate Aggressive Fund Common collective trust | Common Collective Trusts | — | — | $12.3M | 12.0% | |
| CURAFIN DISC RSK MD AGG FD INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002 | Common Collective Trust | — | — | $12.3M | 12.0% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $10.0M | 9.7% | |
| Fidelity Blue Chip Growth Fund Mutual fund | Mutual Funds | — | — | $6.6M | 6.4% | |
| CuraFin Disciplined Risk - Moderate Conservative Fund Common collective trust | Common Collective Trusts | — | — | $2.3M | 2.2% | |
| CURAFIN DISC RSK MOD CNS F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| Voya Fixed Account Guaranteed investment contract | Stable Value | — | — | $2.2M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.2M | 2.1% | |
| PIMCO RealPath Blend 2045 Fund Mutual fund | Mutual Funds | — | — | $1.6M | 1.5% | |
| Participant Loans Interest rates from 3.50% to 10.50% $0 | Bonds / Notes | — | — | $1.5M | 1.4% | |
| Goldman Sachs GQG Partners International Opportunities Mutual fund | Other securities | — | — | $1.4M | 1.3% | |
| Columbia Dividend Income Fund Mutual fund | Other securities | — | — | $1.3M | 1.3% | |
| Fidelity Small Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Fidelity Mid Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $992K | 1.0% | |
| PIMCO RealPath Blend 2050 Fund Mutual fund | Mutual Funds | — | — | $987K | 1.0% | |
| PIMCO RealPath Blend 2035 Fund Mutual fund | Mutual Funds | — | — | $985K | 1.0% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $957K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $861K | 0.8% | |
| Fidelity Small Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $853K | 0.8% | |
| American Funds American Balanced Fund Mutual fund | Mutual Funds | — | — | $835K | 0.8% | |
| Vanguard Developed Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $799K | 0.8% | |
| PIMCO RealPath Blend 2040 Fund Mutual fund | Mutual Funds | — | — | $749K | 0.7% | |
| PIMCO RealPath Blend 2060 Fund Mutual fund | Mutual Funds | — | — | $580K | 0.6% | |
| RBC Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $555K | 0.5% | |
| BrandywineGLOBAL - High Yield Fund Mutual fund | Other securities | — | — | $545K | 0.5% | |
| Vanguard Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $489K | 0.5% | |
| PIMCO RealPath Blend 2030 Fund Mutual fund | Mutual Funds | — | — | $468K | 0.5% | |
| DFA Inflation-Protected Securities Portfolio Mutual fund | Mutual Funds | — | — | $388K | 0.4% | |
| Voya Government Money Market Fund Money market fund | Cash / Money Market | — | — | $361K | 0.4% | |
| PIMCO RealPath Blend 2055 Fund Mutual fund | Mutual Funds | — | — | $325K | 0.3% | |
| CuraFin Disciplined Risk Conservative Fund Common collective trust | Common Collective Trusts | — | — | $270K | 0.3% | |
| CURAFIN DISC RSK CONSRV F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002 | Common Collective Trust | — | — | $270K | 0.3% | |
| Vanguard Energy Fund Mutual fund | Mutual Funds | — | — | $253K | 0.2% | |
| PIMCO RealPath Blend 2025 Fund Mutual fund | Mutual Funds | — | — | $221K | 0.2% | |
| PIMCO RealPath Blend 2065 Fund Mutual fund | Mutual Funds | — | — | $94K | <0.1% | |
| Janus Henderson Mortgage Fund Mutual fund | Mutual Funds | — | — | $94K | <0.1% | |
| AQR Long-Short Equity Fund Mutual fund | Other securities | — | — | $64K | <0.1% | |
| Vanguard Value Index Fund Mutual fund | Common Collective Trusts | — | — | $61K | <0.1% | |
| SPDR Bloomberg 3-12 Month T-Bill Mutual fund | Other securities | — | — | $53K | <0.1% | |
| Strategic Trust - Running Oak Mutual fund | Other securities | — | — | $44K | <0.1% | |
| Simplify Opportunistic Income Mutual fund | Other securities | — | — | $42K | <0.1% | |
| WisdomTree U.S. Quality Dividend Growth Fund Mutual fund | Other securities | — | — | $27K | <0.1% | |
| iShares Gold Trust Mutual fund | Other securities | — | — | $16K | <0.1% | |
| AGF US Market Neutral Anti Beta Fund Mutual fund | Other securities | — | — | $15K | <0.1% | |
| iShares MSCI USA Quality Factor ETF Mutual fund | Other securities | — | — | $15K | <0.1% | |
| TD Bank, N.A. Mutual fund | Other securities | — | — | $14K | <0.1% |
