Kristen Theriault signed Varney Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Varney Agency, Inc.'s EIN is 01-0379093.
Download the official 2024 Form 5500 (PDF) for Varney Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Varney Agency, Inc.'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL | — | LEWISTON, ME | ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Apprec Inv Mutual Fund | Other securities | — | — | $2.9M | 23.5% | |
| T. Rowe Price Ret 2030 Inv Mutual Fund | Other securities | — | — | $1.9M | 15.5% | |
| T. Rowe Price Ret 2045 Inv Mutual Fund | Other securities | — | — | $1.3M | 11.0% | |
| T. Rowe Price Ret 2040 Inv Mutual Fund | Other securities | — | — | $1.2M | 9.6% | |
| Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $942K | 7.7% | |
| Fidelity Blue Chip Growth K Mutual Fund | Mutual Funds | — | — | $705K | 5.8% | |
| T. Rowe Price Ret 2035 Inv Mutual Fund | Other securities | — | — | $654K | 5.3% | |
| T. Rowe Price Ret 2060 Inv Mutual Fund | Other securities | — | — | $565K | 4.6% | |
| T. Rowe Price Ret 2025 Inv Mutual Fund | Other securities | — | — | $347K | 2.8% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $173K | 1.4% | |
| Vanguard Wellesley Income Adm Mutual Fund | Mutual Funds | — | — | $162K | 1.3% | |
| American Century Small Cap Gr R6 Mutual Fund | Other securities | — | — | $140K | 1.1% | |
| FEDERATED HERMS CAPITAL PRESERVATIO FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712856 / PN 001 | Common Collective Trust | — | — | $139K | 1.1% | |
| BlackRock Mid-Cap Growth Equity Instl Mutual Fund | Other securities | — | — | $139K | 1.1% | |
| Vanguard Small-Cap Index Adm Mutual Fund | Mutual Funds | — | — | $124K | 1.0% | |
| T. Rowe Price Ret 2050 Inv Mutual Fund | Other securities | — | — | $122K | 1.0% | |
| American Funds Cap World Gr & Inc R6 Mutual Fund | Mutual Funds | — | — | $94K | 0.8% | |
| American Funds EuroPacific Gr R6 Mutual Fund | Mutual Funds | — | — | $85K | 0.7% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $77K | 0.6% | |
| PIMCO Investment Grade Credit Bd Instl Mutual Fund | Mutual Funds | — | — | $67K | 0.6% | |
| PIMCO High Yield Instl Mutual Fund | Mutual Funds | — | — | $64K | 0.5% | |
| DFA Emerging Markets Value Portfolio I Mutual Fund | Mutual Funds | — | — | $49K | 0.4% | |
| Vanguard Selected Value Inv Mutual Fund | Mutual Funds | — | — | $42K | 0.3% | |
| T. Rowe Price Ret 2020 Inv Mutual Fund | Other securities | — | — | $32K | 0.3% | |
| American Century Small Cap Value I Mutual Fund ** $ | Other securities | — | — | $20K | 0.2% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| T. Rowe Price Ret 2015 Inv Mutual Fund | Other securities | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
