Ben Strick signed Service by Medallion's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service by Medallion's EIN is 94-2537238.
Download the official 2025 Form 5500 (PDF) for Service by Medallion from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Service by Medallion's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 27.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.1M | 21.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 11.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $824K | 5.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $752K | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $645K | 4.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $583K | 4.2% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $475K | 3.4% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $351K | 2.5% | |
| Franklin Income Fund Mutual Fund 805 * Invesco Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $316K | 2.2% | |
| Franklin DynaTech Fund Mutual Fund | Mutual Funds | — | — | $308K | 2.2% | |
| Fidelity Advisor Capital & Income Fund Mutual Fund | Mutual Funds | — | — | $291K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $256K | 1.8% | |
| Participant Loans/Notes receivable from participants 9.50% | Bonds / Notes | — | — | $220K | 1.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $142K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $103K | 0.7% | |
| Principal LifeTime Hybrid Income Fund Collective Investment Fund | Common Collective Trusts | — | — | $79K | 0.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $79K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| Lord Abbett Bond Debenture Fund Mutual Fund 357 * Lord Abbett Developing Growth Fund Mutual Fund 280 * PIMCO RealEstateRealReturn Strategy Fund Mutual Fund | U.S. Treasuries | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6K | <0.1% | |
| (E) | Other securities | — | $79K | $6K | <0.1% | |
| AB Relative Value Fund Mutual Fund 837 * American Funds Bond Fund of America Mutual Fund 303 * American Funds NewWorld Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| DFA International Sustainability Core 1 Portfolio Fd Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| (E) | Other securities | — | $6K | $2K | <0.1% | |
| BlackRock Commodity Strategies Fund Mutual Fund 840 * BlackRock International Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Schwab Fundamental US Large Company Index Fd Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| BlackRock Strategic Global Bond Fund Mutual Fund 528 * DFA US Sustainability Core 1 Portfolio Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $18K | — |
