GINA-Marie Norton signed Accesspoint RI's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accesspoint RI's EIN is 05-6015153.
Download the official 2022 Form 5500 (PDF) for Accesspoint RI from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Accesspoint RI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO | 20-3627707 | — | RECORD KEEPER | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| UNALLOCATED INSURANCE GUARANTEED INTEREST OPTION CONTRACTS | Other securities | — | — | $3.1M | 35.0% | |
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 20-3627707 / PN 065 | Pooled Separate Account | — | — | $3.1M | 35.0% | |
| VANGUARD GROWTH INDEX ADM POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $1.5M | 17.4% | |
| VANGUARD 500 INDEX ADMIRAL POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $1.3M | 14.4% | |
| VANGUARD VALUE INDEX ADM POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $623K | 7.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $325K | 3.7% | |
| DFA GLOBAL EQUITY I POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $317K | 3.6% | |
| VANGUARD LIFESTRATEGY INCOME INV POOLED SEPARATE ACCOUNT 240 VANGUARD LIFESTRATEGY MODERATE GR INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $286K | 3.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY K POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $213K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2025 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $200K | 2.3% | |
| VANGUARD MID CAP INDEX ADM POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $176K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2035 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $135K | 1.5% | |
| VANGUARD VIF TOTAL BOND MKT IDX POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $94K | 1.1% | |
| PARTICIPANTS LOANS 7.25% | Bonds / Notes | — | — | $84K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $75K | 0.9% | |
| EQ / MONEY MARKET POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $72K | 0.8% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL POOLED SEPARATE ACCOUNT 797 VANGUARD TARGET RETIREMENT INCOME INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $60K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2045 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $50K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2050 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $29K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $27K | 0.3% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| VANGUARD DEVELOPED MARKETS IDX ADMIRAL POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| CALVERT EMERGING MARKETS EQUITY R6 POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $23K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2020 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $22K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $18K | 0.2% | |
| VANGUARD LIFESTRATEGY GROWTH INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| DFA WORLD EX US GOVERNMENT FXD INC I POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $11K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2055 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $9K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2060 INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| VANGUARD LIFESTRATEGY CNSRV GR INV POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
