Douglas Walerstein signed Services for the Underserved's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Services for the Underserved's EIN is 91-1918247.
Download the official 2024 Form 5500 (PDF) for Services for the Underserved from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Services for the Underserved's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
