Tammi Wakefield signed Adaptas Solutions, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adaptas Solutions, LLC's EIN is 04-3339914.
Download the official 2022 Form 5500 (PDF) for Adaptas Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Adaptas Solutions, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTIMGR LIFESTYLE BAL R6 | Registered Investment Companies | — | — | $4.5M | 54.2% | |
| JH MULTIMGR LIFESTYLE GRTH R6 | Registered Investment Companies | — | — | $1.2M | 15.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $601K | 7.3% | |
| JH MULTIMGR LIFESTYLE AGG R6 | Registered Investment Companies | — | — | $291K | 3.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $242K | 2.9% | |
| JH MULTIMGR LIFESTYLE MOD R6 | Registered Investment Companies | — | — | $159K | 1.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $147K | 1.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $135K | 1.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $103K | 1.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $81K | 1.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $70K | 0.9% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $67K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $62K | 0.7% | |
| TRP SCI & TECHNOLOGY I | Registered Investment Companies | — | — | $58K | 0.7% | |
| JH MULTIMGR LIFESTYLE CONS R6 | Registered Investment Companies | — | — | $49K | 0.6% | |
| JOHN HANCOCK CLASSIC VALUE R6 | Registered Investment Companies | — | — | $46K | 0.6% | |
| VAN US GROWTH - INV | Registered Investment Companies | — | — | $46K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $40K | 0.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $33K | 0.4% | |
| MFS UTILITIES R6 | Registered Investment Companies | — | — | $33K | 0.4% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $33K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $30K | 0.4% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $23K | 0.3% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $21K | 0.3% | |
| VAN MID CAP GROWTH - INV 984 REGISTERED INVESTMENT COMPANY JOHN HANCOCK HIGH YIELD R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| TEMPLETON INSTL FOR SM CO | Registered Investment Companies | — | — | $17K | 0.2% | |
| T ROWE PRICE EQUITY INCOME I | Registered Investment Companies | — | — | $14K | 0.2% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| TROWE PRICE SPECTRUM INCOME | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $7K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $7K | <0.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMC HERITAGE R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| TEMPLETON WORLD R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $3K | <0.1% | |
| JOHN HANCOCK FINANCIAL IND I | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| JH FUNDAMENTAL ALL CAP CORE R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $22K |
| — |
