John Kelley signed Client Server Software Solutions, Inc. DBA Constellation West's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Client Server Software Solutions, Inc. DBA Constellation West's EIN is 91-1844650.
Download the official 2024 Form 5500 (PDF) for Client Server Software Solutions, Inc. DBA Constellation West from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Client Server Software Solutions, Inc. DBA Constellation West'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVEST ADVS LLC | 95-4808910 | — | ADVISOR | $24K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.6M | 99.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $483K | 4.5% |
