Perrin Bernard Supowitz, Inc. DBA Individual Foodservice's EIN is 95-4573349.
Download the official 2022 Form 5500 (PDF) for Perrin Bernard Supowitz, Inc. DBA Individual Foodservice from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Perrin Bernard Supowitz, Inc. DBA Individual Foodservice'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 |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS IN DBA FUTUREPLAN | 84-0467907 | — | CONTRACT ADMIN | $6K | — |
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | CONTRACT ADMINISTRATOR | $5K | — |
| ASCENSUS HOLDINGS INC DBA | 82-3719843 | SAN DIEGO, CA | TPA | $5K | — |
| EMPOWER ADVISORY AND ANNUITY |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.9M | 51.4% | |
| Empower Trust Company Fixed Account-Ins Gen Account | Common Stocks | — | — | $2.1M | 37.4% | |
| Empower Trust Company Indexselect Conservative Ret I | Common Stocks | — | — | $1.1M | 18.7% | |
| Empower Trust Company Vanguard 500 Kndex Adm | Mutual Funds | — | — | $802K | 14.2% | |
| Empower Trust Company Indexselect Moderate Ret I | Common Stocks | — | — | $769K | 13.6% | |
| Empower Trust Company Vanguard Total Bond Market Ind | Mutual Funds | — | — | $108K | 1.9% | |
| Empower Trust Company Fixed Account-Ins Gen Account | Common Stocks | — | — | $67K | 1.2% | |
| Empower Trust Company Vanguard Total Intl Stock Adm | Mutual Funds | — | — | $59K | 1.1% | |
| Empower Trust Company Vanguard Smaill-Cap Index Adm | Mutual Funds | — | — | $32K | 0.6% | |
| Empower Trust Company Vanguard Mip-Cap Index Adm | Mutual Funds | — | — | $23K | 0.4% | |
| Empower Trust Company Indexselect Aggressive 2035 | Common Stocks | — | — | $21K | 0.4% | |
| Empower Trust Company Indexselect Aggressive Ret | Common Stocks | — | — | $17K | 0.3% | |
| Empower Trust Company Indexselect Moderate 2025 | Common Stocks | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| RECORDKEEPER - INVEST MG |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $7K | — |
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $6K | — |
