Anthony M. Ward ESQ. signed Clinton Nurseries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clinton Nurseries Inc.'s EIN is 06-0861696.
Download the official 2024 Form 5500 (PDF) for Clinton Nurseries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clinton Nurseries 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 |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | MANCHESTER, CT | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| N/R Vanguard Target Retention 2025-2045 Fund N/R | Mutual Funds | — | — | $2.9M | 34.5% | |
| N/R T Rowe Price Blue Chip Growth Fund N/R | Mutual Funds | — | — | $1.3M | 15.6% | |
| N/R Vanguard Balanced Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $858K | 10.2% | |
| N/R Vanguard Target Retention 2020 Fund N/R | Mutual Funds | — | — | $596K | 7.1% | |
| GREAT GRAY CIT III FOR METLIFE GROU WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $567K | 6.7% | |
| N/R Dodge & Cox Stock Fund N/R | Mutual Funds | — | — | $467K | 5.6% | |
| N/R Carillon Eagle Mid Cap Growth Fund N/R | Other securities | — | — | $309K | 3.7% | |
| N/R iShares S&P 500 Index Fund N/R | Common Collective Trusts | — | — | $283K | 3.4% | |
| N/R Vanguard Mid Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $228K | 2.7% | |
| N/R Vanguard Small Cap Growth Admiral Fund N/R | Mutual Funds | — | — | $173K | 2.1% | |
| N/R Vanguard Wellesley Fund N/R | Mutual Funds | — | — | $142K | 1.7% | |
| N/R Vanguard Target Retention 2055-2060 N/R | Mutual Funds | — | — | $110K | 1.3% | |
| N/R Participants Loans N/R | Participant loans | — | — | $108K | 1.3% | |
| N/R Franklin Templeton Growth R Fund N/R | Mutual Funds | — | — | $80K | 1.0% | |
| N/R CE Investments Small Cap Growth Fund N/R | Other securities | — | — | $62K | 0.7% | |
| N/R Vanguard Health Care Admiral Shares Fund N/R | Mutual Funds | — | — | $44K | 0.5% | |
| N/R Lifestance Aggressive Growth Fund N/R | Other securities | — | — | $33K | 0.4% | |
| N/R Vanguard Target Retention Inc Fund N/R | Mutual Funds | — | — | $29K | 0.4% | |
| N/R First Trust Morningstar Dividend Leaders Index Fund N/R | Common Collective Trusts | — | — | $27K | 0.3% | |
| N/R Schwab Small Cap Index Fund N/R | Common Collective Trusts | — | — | $23K | 0.3% | |
| N/R Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $16K | 0.2% | |
| N/R Vanguard International Growht Admiral Fund N/R | Mutual Funds | — | — | $11K | 0.1% | |
| N/R Invesco Global Opportunities Fund N/R | Mutual Funds | — | — | $10K | 0.1% | |
| N/R Vanguard Real Estate Index Admiral Fund N/R | Mutual Funds | — | — | $7K | <0.1% | |
| N/R Fidelity Small Cap Select Retailing Fund N/R | Mutual Funds | — | — | $5K | <0.1% | |
| N/R Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $4K | <0.1% | |
| N/R Vanguard Growth Index Admiral Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| N/R PGIM High Yield Fund N/R | Other securities | — | — | $3K | <0.1% | |
| N/R American Funds New Perspective R Fund N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
