CPS Solutions, LLC's EIN is 95-3810548.
Download the official 2024 Form 5500 (PDF) for CPS Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPS Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $237K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC. | 31-1440043 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $84.9M | 29.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $46.3M | 15.8% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $38.2M | 13.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $18.2M | 6.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $16.7M | 5.7% | |
| Transamerica RetireOnTrack 2050 Fund | Other securities | — | — | $13.6M | 4.7% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $13.3M | 4.5% | |
| Transamerica RetireOnTrack 2045 Fund | Other securities | — | — | $12.3M | 4.2% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $11.1M | 3.8% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $10.9M | 3.7% | |
| Transamerica RetireOnTrack 2040 Fund | Other securities | — | — | $10.8M | 3.7% | |
| Transamerica RetireOnTrack 2055 Fund | Other securities | — | — | $10.4M | 3.6% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $9.9M | 3.4% | |
| Transamerica RetireOnTrack 2030 Fund | Other securities | — | — | $9.6M | 3.3% | |
| Transamerica RetireOnTrack 2035 Fund | Other securities | — | — | $8.6M | 3.0% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $7.4M | 2.5% | |
| Transamerica RetireOnTrack 2025 Fund | Other securities | — | — | $6.9M | 2.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $6.6M | 2.2% | |
| Transamerica RetireOnTrack 2020 Fund | Other securities | — | — | $5.6M | 1.9% | |
| Transamerica RetireOnTrack 2060 Fund | Other securities | — | — | $5.1M | 1.7% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.7% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $4.4M | 1.5% | |
| Self-Directed Brokerage Accounts *** | Self-Directed Brokerage | — | — | $3.9M | 1.3% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $3.4M | 1.2% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $2.9M | 1.0% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $2.7M | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $2.6M | 0.9% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $2.5M | 0.8% | |
| Transamerica RetireOnTrack 2015 Fund | Other securities | — | — | $1.0M | 0.4% | |
| Transamerica RetireOnTrack 2010 Fund | Other securities | — | — | $738K | 0.3% | |
| Transamerica RetireOnTrack 2065 Fund | Other securities | — | — | $95K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY, US LLP | 30-1413443 | — | ACCOUNTING | $23K | — |
| FORVIS LLP | 44-0160260 | — | AUDITOR | $17K | — |
