Tammy Waybourn signed Exeter Finance LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exeter Finance LLC's EIN is 11-3779713.
Download the official 2024 Form 5500 (PDF) for Exeter Finance LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exeter Finance LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $124K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $15.3M | 17.7% | |
| Fidelity FREEDOM 2045 K6 | Mutual Funds | — | — | $8.9M | 10.3% | |
| Fidelity FREEDOM 2040 K6 | Mutual Funds | — | — | $8.8M | 10.2% | |
| Fidelity FREEDOM 2050 K6 | Mutual Funds | — | — | $7.6M | 8.8% | |
| Fidelity CONTRAFUND | Mutual Funds | — | — | $6.4M | 7.5% | |
| Fidelity FREEDOM 2030 K6 | Mutual Funds | — | — | $4.0M | 4.6% | |
| Fidelity FREEDOM 2055 K6 | Mutual Funds | — | — | $3.8M | 4.4% | |
| Fidelity FREEDOM 2025 K6 | Mutual Funds | — | — | $3.3M | 3.8% | |
| Notes receivable from participants | Other securities | — | — | $2.6M | 3.0% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $2.2M | 2.5% | |
| Fidelity FREEDOM 2060 K6 | Mutual Funds | — | — | $2.1M | 2.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| Fidelity SM CAP IDX | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| Fidelity CAPITAL & INCOME | Mutual Funds | — | — | $1.3M | 1.6% | |
| Fidelity INTL INDEX | Mutual Funds | — | — | $1.2M | 1.4% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| JPM Mid Cap Growth Fund Class R6 | Other securities | — | — | $1.1M | 1.2% | |
| AM CENT SM CAP GR R6 | Other securities | — | — | $916K | 1.1% | |
| AS SPL MID CP VAL R6 | Other securities | — | — | $656K | 0.8% | |
| Fidelity FREEDOM 2065 K6 | Mutual Funds | — | — | $505K | 0.6% | |
| Fidelity FREEDOM 2020 K6 | Mutual Funds | — | — | $416K | 0.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $365K | 0.4% | |
| C&S INST REALTY SHS | Common Stocks | — | — | $358K | 0.4% | |
| Fidelity FREEDOM INCOME K6 | Mutual Funds | — | — | $282K | 0.3% | |
| Franklin Small Cap Value Great Gray Trust CIT Class R | Common Collective Trusts | — | — | $203K | 0.2% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $203K | 0.2% | |
| Fidelity FREEDOM 2015 K6 | Mutual Funds | — | — | $171K | 0.2% | |
| Fidelity FREEDOM 2010 K6 | Mutual Funds | — | — | $71K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
