Lindsay Cole signed Cape Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cape Associates, Inc.'s EIN is 04-2476237.
Download the official 2024 Form 5500 (PDF) for Cape Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cape Associates, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $1.5M | 18.0% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $1.1M | 13.4% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $912K | 11.0% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $535K | 6.4% | |
| Fidelity Managed Income Portfolio I Common collective trust | Common Collective Trusts | — | — | $532K | 6.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $532K | 6.4% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $496K | 6.0% | |
| Vanguard Target Retirement 2070 Fund " ** 405 Vanguard Target Retirement Income Fund " ** 228 Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $414K | 5.0% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $331K | 4.0% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $306K | 3.7% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $272K | 3.3% | |
| American Funds Balanced Fund " | Mutual Funds | — | — | $208K | 2.5% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $196K | 2.4% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $148K | 1.8% | |
| DFA International Core Equity Fund " | Mutual Funds | — | — | $118K | 1.4% | |
| Putnam Small Cap Growth Fund Mutual fund | Mutual Funds | — | — | $118K | 1.4% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $116K | 1.4% | |
| DFA US Large Company Fund " | Mutual Funds | — | — | $94K | 1.1% | |
| DFA Real Estate Securities I Fund " | Mutual Funds | — | — | $91K | 1.1% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $89K | 1.1% | |
| PGIM High Yield Fund " | Other securities | — | — | $82K | 1.0% | |
| Voya Intermediate Bond Fund " | Other securities | — | — | $78K | 0.9% | |
| American Funds New Perspective Fund " | Mutual Funds | — | — | $65K | 0.8% | |
| Putnam Large Cap Value Fund " | Mutual Funds | — | — | $61K | 0.7% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $60K | 0.7% | |
| Fidelity Mid Cap Index Fund " ** 93 * Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $50K | 0.6% | |
| DFA US Target Value Fund " | Mutual Funds | — | — | $45K | 0.5% | |
| American Funds New World Fund " ** 223 DFA US Vector Equity I " | Mutual Funds | — | — | $37K | 0.4% |
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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $13K | — |
