LISA Kirrane signed Venture Together, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Venture Together, Inc.'s EIN is 13-2661988.
Download the official 2024 Form 5500 (PDF) for Venture Together, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Venture Together, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.1M | 27.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.3M | 17.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 14.1% | |
| Harbor Capital Appreciation Institutional | Other securities | — | — | $445K | 5.7% | |
| Vanguard Mid-Cap Index Fund-Admiral Shares | Common Collective Trusts | — | — | $395K | 5.0% | |
| dates through May 2037 | Other securities | — | — | $362K | 4.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $284K | 3.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $234K | 3.0% | |
| MFS Value Fund | Mutual Funds | — | — | $206K | 2.6% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $197K | 2.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $142K | 1.8% | |
| Baird Asset Management Bond Inst | U.S. Treasuries | — | — | $134K | 1.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $113K | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $89K | 1.1% | |
| Vanguard Small-Cap index Fund-Admiral Shares | Common Collective Trusts | — | — | $88K | 1.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $87K | 1.1% | |
| Vanguard FTSE All-World Ex-US Index Fund | Common Collective Trusts | — | — | $78K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $78K | 1.0% | |
| Vanguard Short-Term Investment Grade | Mutual Funds | — | — | $57K | 0.7% | |
| Money Market Fund State Street US Gov't Money Market Fund | Cash / Money Market | — | — | $53K | 0.7% | |
| Dimensional Fund Advisors Emerging Markets | Mutual Funds | — | — | $46K | 0.6% | |
| Oakmark International Investor Fund | Other securities | — | — | $43K | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $33K | 0.4% | |
| Dimensional Fund Advisors US Targeted Value | Mutual Funds | — | — | $30K | 0.4% | |
| Principal Global Real Estate Institutional | Other securities | — | — | $28K | 0.4% | |
| Loomis Sayles Bond Fund Institutional | Other securities | — | — | $21K | 0.3% | |
| American Century Inflation Adjusted Bond | Mutual Funds | — | — | $10K | 0.1% | |
| PGIM Jennison Small Co | Common Stocks | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
