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, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | 81-4473358 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifcyc In 2035 F R6 Mutual Funds | Mutual Funds | — | — | $3.8M | 21.6% | |
| Nuveen Lifcyc In 2025 F R6 Mutual Funds | Mutual Funds | — | — | $3.5M | 19.9% | |
| Nuveen Lifcyc In 2040 F R6 Mutual Funds | Mutual Funds | — | — | $2.1M | 12.2% | |
| Nuveen Lifcyc In 2030 F R6 Mutual Funds | Mutual Funds | — | — | $1.5M | 8.6% | |
| Nuveen Lifcyc In 2020 F R6 Mutual Funds | Mutual Funds | — | — | $1.2M | 7.1% | |
| Nuveen Lifcyc In 2045 F R6 Mutual Funds | Mutual Funds | — | — | $1.2M | 7.0% | |
| Nuveen Lifcyc In 2010 F R6 Mutual Funds | Mutual Funds | — | — | $699K | 4.0% | |
| Voya Fixed Account B Guaranteed investment contract | Stable Value | — | — | $596K | 3.4% | |
| Nuveen Lifcyc In 2050 F R6 Mutual Funds | Mutual Funds | — | — | $504K | 2.9% | |
| Voya Intermediate Bond Fund R6 Mutual Funds | Other securities | — | — | $427K | 2.4% | |
| Victory NASDAQ 100 Index R6 Mutual Funds | Other securities | — | — | $404K | 2.3% | |
| Putnam Lrg Cp Val Fd - Cl R6 Mutual Funds | Mutual Funds | — | — | $378K | 2.1% | |
| Allspg Core Plus Bond Fnd R6 Mutual Funds | Other securities | — | — | $320K | 1.8% | |
| Fidelity Mid Cap Idx Fd Mutual Funds | Common Collective Trusts | — | — | $259K | 1.5% | |
| iShares S&P 500 Index Fund K Mutual Funds | Common Collective Trusts | — | — | $132K | 0.7% | |
| Vangrd Small-Cap Index Fnd Adm Mutual Funds | Other securities | — | — | $131K | 0.7% | |
| Nuveen Lifcyc In 2060 F R6 Mutual Funds | Mutual Funds | — | — | $81K | 0.5% | |
| Nuveen Lifcyc In 2055 F R6 Mutual Funds | Mutual Funds | — | — | $71K | 0.4% | |
| ClrBrg Intl Growth Fd IS Mutual Funds | Other securities | — | — | $61K | 0.3% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $41K | 0.2% | |
| Particpant Loans Interest rates from 4.50% to 5.25% | Bonds / Notes | — | — | $32K | 0.2% | |
| Nuveen Lifcyc In 2015 F R6 Mutual Funds | Mutual Funds | — | — | $18K | 0.1% | |
| Nuveen Lifcyc In 2065 F R6 Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Money market fund | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
