ALAN Walsh signed Advenir Living, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advenir Living, LLC's EIN is 06-1536948.
Download the official 2024 Form 5500 (PDF) for Advenir Living, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advenir Living, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | 23-0952300 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $772K | 15.6% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $567K | 11.4% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $315K | 6.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $291K | 5.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $274K | 5.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $254K | 5.1% | |
| DFA US LG CAP GROWTH PORT INST | Registered Investment Companies | — | — | $221K | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $215K | 4.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $178K | 3.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $173K | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $173K | 3.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $169K | 3.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $162K | 3.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $151K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $132K | 2.7% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $130K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $113K | 2.3% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $103K | 2.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $70K | 1.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $64K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $62K | 1.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $60K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $50K | 1.0% | |
| DFA INTERNATIONAL SM CO INST 988 REGISTERED INVESTMENT COMPANY DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $35K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $33K | 0.7% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $32K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $19K | 0.4% | |
| DFA INTL SMALL CAP VAL INST | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | 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 |
| $16K |
| — |
