Jillian Adams signed Claims Services Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Claims Services Group, LLC's EIN is 94-2617005.
Download the official 2024 Form 5500 (PDF) for Claims Services Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Claims Services Group, LLC'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 | $281K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $53K | — |
| MOSS ADAMS LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trusts * Fidelity Institutional Asset Fidelity Freedom Index 2035 B N/R | Common Collective Trusts | — | — | $41.8M | 13.3% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $41.8M | 13.3% | |
| Fund Mutual Funds * Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $40.1M | 12.7% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2030 B N/R | Mutual Funds | — | — | $34.6M | 11.0% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $34.6M | 11.0% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2040 B N/R | Mutual Funds | — | — | $32.7M | 10.4% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $32.7M | 10.4% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2045 B N/R | Mutual Funds | — | — | $31.2M | 9.9% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $31.2M | 9.9% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2050 B N/R | Mutual Funds | — | — | $22.7M | 7.2% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $22.7M | 7.2% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2025 B N/R | Mutual Funds | — | — | $19.7M | 6.3% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $19.7M | 6.3% | |
| Fidelity Investments Fidelity Contrafund K6 N/R | Mutual Funds | — | — | $19.4M | 6.2% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2055 B N/R | Mutual Funds | — | — | $17.1M | 5.4% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $17.1M | 5.4% | |
| Fidelity Institutional Asset Fidelity Freedom Index 2060 B N/R | Mutual Funds | — | — | $6.7M | 2.1% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $6.7M | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $6.6M | 2.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $6.4M | 2.0% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2020 B N/R | Mutual Funds | — | — | $6.0M | 1.9% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $6.0M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $4.1M | 1.3% | |
| John Hancock John Hancock Disciplined VALUE Mid N/R | Other securities | — | — | $2.8M | 0.9% | |
| Cap Trust Class R6 * Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $2.8M | 0.9% | |
| Principal Equity Income Fund N/R | Other securities | — | — | $2.4M | 0.8% | |
| Institutional Class Mass Mutual Mass Mutual Mid Cap Growth Fund N/R | Other securities | — | — | $2.3M | 0.7% | |
| Class I PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $2.2M | 0.7% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2015 B N/R | Mutual Funds | — | — | $2.0M | 0.6% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| American Beacon American Beacon Small Cap Value N/R | Other securities | — | — | $1.7M | 0.5% | |
| Fund R6 Class Janus Henderson Janus Henderson Triton Fund Class N N/R | Mutual Funds | — | — | $1.6M | 0.5% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Index 2065 B N/R | Mutual Funds | — | — | $1.6M | 0.5% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $1.5M | 0.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| America Funds America Funds Europac growth R6 N/R | Other securities | — | — | $1.2M | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $832K | 0.3% | |
| PIMCO All Asset Fund Institutional Class N/R | Mutual Funds | — | — | $307K | <0.1% | |
| Standard Insurance Company The Standard Stable Asset Fund 10 N/R | Guaranteed Income / GIC | — | — | $280K | <0.1% | |
| Participant Loans * Participant Loans Interest rates: 3.25% - 6.50% | Bonds / Notes | — | — | $222K | <0.1% | |
| Class LP * Fidelity Institutional Asset Fidelity Freedom Index Income B N/R | Mutual Funds | — | — | $216K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $216K | <0.1% | |
| Fidelity Investments Fidelity Short-Term Bond Index N/R | Mutual Funds | — | — | $169K | <0.1% | |
| Invesco Developing Markets Fund Class N/R | Mutual Funds | — | — | $155K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-0189318 |
| — |
| ACCOUNTANT/AUDITOR |
| $18K |
| — |
