Adrienne Decamillo signed Palm Coast Data LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palm Coast Data LLC's EIN is 02-0543850.
Download the official 2023 Form 5500 (PDF) for Palm Coast Data LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Palm Coast Data 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| GENERAL ACCOUNT | Other securities | — | — | $4.7M | 26.5% | |
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $3.3M | 18.5% | |
| DELAWARE VALUE R6 | Other securities | — | — | $1.7M | 9.4% | |
| VANGUARD GROWTH & INCOME ADM | Mutual Funds | — | — | $1.7M | 9.3% | |
| PGIM TOTAL RETURN BOND R6 PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $765K | 4.3% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $730K | 4.1% | |
| T. ROWE PRICE NEW HORIZON | Other securities | — | — | $720K | 4.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $587K | 3.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $454K | 2.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $445K | 2.5% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $385K | 2.2% | |
| FRANKLIN SMALL CAP VALUE R6 | Mutual Funds | — | — | $375K | 2.1% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $313K | 1.8% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $272K | 1.5% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $245K | 1.4% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $228K | 1.3% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $211K | 1.2% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $157K | 0.9% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $146K | 0.8% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $134K | 0.8% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $74K | 0.4% | |
| AB GLOBAL BOND Z | Other securities | — | — | $60K | 0.3% | |
| JPMORGAN MID CAP VALUE R6 | Other securities | — | — | $58K | 0.3% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $45K | 0.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $45K | 0.3% | |
| COLUMBIA HIGH YIELD BOND INSTL 3 | Other securities | — | — | $41K | 0.2% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| OTHER |
| $17K |
| — |
