Frank de Lucia signed Independent Living Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Living Association's EIN is 11-2729771.
Download the official 2024 Form 5500 (PDF) for Independent Living Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Living Association'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 | $36K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4.1M | 53.0% | |
| PARTICIPANT LOANS | Participant loans | — | — | $908K | 11.9% | |
| AMERFDS 2040 TARG DATE RET-R3 | Other securities | — | — | $618K | 8.1% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Other securities | — | — | $272K | 3.6% | |
| VANGUARD 500 INDEX FUND - ADM | Common Collective Trusts | — | — | $220K | 2.9% | |
| AMERFDS 2020 TARG DATE RET-R3 | Other securities | — | — | $210K | 2.7% | |
| VICTORY SMALL CO OPPORTUNITY A | Common Stocks | — | — | $209K | 2.7% | |
| AMERFDS 2030 TARG DATE RET-R3 | Other securities | — | — | $188K | 2.5% | |
| JANUS HENDERSON BALANCED - S | Mutual Funds | — | — | $169K | 2.2% | |
| AMERFDS 2050 TARG DATE RET-R3 | Other securities | — | — | $135K | 1.8% | |
| DWS GLOBAL HIGH INCOME S | Other securities | — | — | $117K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $103K | 1.3% | |
| CARILLON EAGLE MID CAP GR - A | Other securities | — | — | $85K | 1.1% | |
| AMF 2060 TARGET DATE RETIRE R3 | Other securities | — | — | $84K | 1.1% | |
| COLUMBIA DIV INC FD - A | Common Stocks | — | — | $65K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Mutual Funds | — | — | $61K | 0.8% | |
| FIDELITY ADVISOR TOTAL BOND A | Mutual Funds | — | — | $40K | 0.5% | |
| AB SMALL CAP GROWTH A | Other securities | — | — | $32K | 0.4% | |
| INVESCO GOLD & SPEC MIN -A | Mutual Funds | — | — | $29K | 0.4% | |
| AMERFDS 2010 TARG DATE RET-R3 | Other securities | — | — | $28K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Mutual Funds | — | — | $23K | 0.3% | |
| AMERFDS 2035 TARG DATE RET-R3 | Other securities | — | — | $4K | <0.1% | |
| AMF 2065 TARGET DATE RETIRE R3 | Other securities | — | — | $1K | <0.1% | |
| AMERFDS 2045 TARG DATE RET-R3 | Other securities | — | — | $658 | <0.1% | |
| AMERFDS 2055 TARG DATE RET-R3 | Other securities | — | — | $500 | <0.1% | |
| AMERFDS 2025 TARG DATE RET-R3 | Other securities | — | — | $196 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
