William J. Rosado signed Managed Business Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Managed Business Services, Inc.'s EIN is 88-0334350.
Download the official 2024 Form 5500 (PDF) for Managed Business Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Managed Business Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX ADM; 63,723.101686 SHARES | Mutual Funds | — | — | $3.1M | 23.0% | |
| FIDELITY 500 INDEX; 10,316.173463 SHARES | Common Collective Trusts | — | — | $1.9M | 14.2% | |
| NUVEEN LIFECYCLE INDEX 2035; 39,547.295472 SHARES | Mutual Funds | — | — | $1.1M | 7.9% | |
| NUVEEN LIFECYCLE INDEX 2030; 29,518.523377 SHARES | Mutual Funds | — | — | $713K | 5.3% | |
| VANGUARD LIFESTRATEGY GROWTH INV; 13,592.542878 SHARES | Mutual Funds | — | — | $584K | 4.4% | |
| NUVEEN LIFECYCLE INDEX 2025; 22,249.261921 SHARES | Mutual Funds | — | — | $475K | 3.5% | |
| Nuveen Lifecycle Idx Rt Inc Inst | Common Collective Trusts | — | — | $470K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2050; 15,003.023735 SHARES | Mutual Funds | — | — | $451K | 3.4% | |
| Particpant Loans Participant loans receivable (interest rates 4.25% to 9.50%) | Bonds / Notes | — | — | $440K | 3.3% | |
| NUVEEN LIFECYCLE INDEX 2040; 13,189.521775 SHARES | Mutual Funds | — | — | $386K | 2.9% | |
| NUVEEN LIFECYCLE INDEX 2045; 10,500.828442 | Mutual Funds | — | — | $324K | 2.4% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | Common Stocks | — | — | $303K | 2.3% | |
| VICTORY NASDAQ 100 INDEX R6; 5,769.254388 SHARES | Other securities | — | — | $292K | 2.2% | |
| FIDELITY MID CAP INDEX; 8,779.956823 SHARES | Mutual Funds | — | — | $291K | 2.2% | |
| AB LARGE CAP GROWTH I; 2,357.916608 SHARES | Other securities | — | — | $256K | 1.9% | |
| VANGUARD EQUITY-INCOME ADM; 3,656.743732 SHARES | Mutual Funds | — | — | $253K | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2060; 12,725.657985 SHARES | Mutual Funds | — | — | $251K | 1.9% | |
| FIDELITY TOTAL BOND; 30,641.127463 SHARES | Mutual Funds | — | — | $247K | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2055; 8,282.217030 SHARES | Mutual Funds | — | — | $211K | 1.6% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL; 2,295.638024 SHARES | Mutual Funds | — | — | $180K | 1.3% | |
| FIDELITY INTERNATIONAL INDEX; 4,773.917668 SHARES | Mutual Funds | — | — | $170K | 1.3% | |
| PGIM HIGH YIELD R6; 40,665.029756 SHARES | Other securities | — | — | $153K | 1.1% | |
| JPMORGAN LARGE CAP GROWTH R6; 1,718.56833 SHARES | Other securities | — | — | $144K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADM; 1,185.038841 SHARES | Mutual Funds | — | — | $131K | 1.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6; 2,627.438889 SHARES | Mutual Funds | — | — | $123K | 0.9% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL; 1,853.006629 SHARES | Mutual Funds | — | — | $95K | 0.7% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $92K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2065; 5,401.378221 SHARES | Mutual Funds | — | — | $77K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2020; 2,495.344903 SHARES | Mutual Funds | — | — | $47K | 0.4% | |
| DFA GLOBAL ALLOCATION 25/75 I; 2,982.486445 SHARES | Mutual Funds | — | — | $41K | 0.3% | |
| Dimensional DFA Glbl Alloc 25/75 I | Mutual Funds | — | — | $41K | 0.3% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL; 363.13824 SHARES | Mutual Funds | — | — | $30K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6; 1,056.931618 SHARES | Mutual Funds | — | — | $20K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $16K | 0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL; 108.346821 SHARES | Mutual Funds | — | — | $11K | <0.1% | |
| GUGGENHEIM LIMITED DURATION; 421.612904 SHARES | Other securities | — | — | $10K | <0.1% | |
| VANGUARD LONG-TERM INVESTMENT-GRADE ADM; 955.954084SHARES | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO INTERNATIONAL BOND (USD HEDGED) INSTL; 3,635.943574 SHARES | Mutual Funds | — | — | $6K | <0.1% | |
| LORD ABBETT LORD ABBETT BOND DEBENTURE R6; 331.801786 SHARES | U.S. Treasuries | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BD AND ASSOCIATES CPAS, PLLC | 27-4279115 | — | AUDITOR | $9K | — |
