Jessica Frisone signed Village Retirement Communities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Village Retirement Communities, LLC's EIN is 06-1476443.
Download the official 2024 Form 5500 (PDF) for Village Retirement Communities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Village Retirement Communities, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 American Funds 0 | Mutual Funds | — | — | $1.1M | 17.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 975 American Funds Washington Mutual R6 American Funds 0 | Mutual Funds | — | — | $854K | 13.6% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $743K | 11.8% | |
| Fidelity Advisor Strategic Income Z Fidelity 0 | Mutual Funds | — | — | $711K | 11.3% | |
| American Funds Invmt Co of Amer R6 American Funds 0 | Mutual Funds | — | — | $670K | 10.7% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $529K | 8.4% | |
| American Funds Bond Fund of Amer R6 American Funds 0 264 American Eupac R6 American Eupac 0 | Mutual Funds | — | — | $528K | 8.4% | |
| American Century Small Cap Gr R6 American Century 0 | Other securities | — | — | $520K | 8.3% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $356K | 5.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $176K | 2.8% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Mid Cap Index Fidelity 0 746 Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $12K | 0.2% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 804 American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index Fidelity 0 102 Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | 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.
