Anthony Delli Carpini signed Liveonny's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liveonny's EIN is 13-2945229.
Download the official 2024 Form 5500 (PDF) for Liveonny from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liveonny's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Index Group Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.6M | 13.8% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2040 Fund | Common Collective Trusts | — | — | $4.4M | 10.8% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2025 Fund | Common Collective Trusts | — | — | $4.1M | 10.2% | |
| Vanguard Equity Index Group Vanguard Federal Money Market Fund | Common Collective Trusts | — | — | $2.3M | 5.7% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2045 Fund | Common Collective Trusts | — | — | $2.3M | 5.6% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2030 Fund | Common Collective Trusts | — | — | $1.8M | 4.5% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2050 Fund | Common Collective Trusts | — | — | $1.7M | 4.3% | |
| New York Life Insurance Company New York Life Guaranteed Interest Account | Common Stocks | — | — | $1.7M | 4.3% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2035 Fund | Common Collective Trusts | — | — | $1.4M | 3.5% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2055 Fund | Common Collective Trusts | — | — | $1.4M | 3.5% | |
| Vanguard Equity Index Group Vanguard Total International Stock Index Fund Admiral Shr | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| Vanguard Equity Index Group Vanguard Wellington Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 2.9% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2020 Fund | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| Vanguard Equity Index Group Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $917K | 2.3% | |
| Vanguard Equity Index Group Vanguard Intermediate-Term Bond Index Fund: Adm Shr | Common Collective Trusts | — | — | $890K | 2.2% | |
| Artisan Partners Funds Artisan International Value Fund; Institutional Shares | Other securities | — | — | $822K | 2.0% | |
| Vanguard Equity Index Group Vanguard Equity Income Fund Admiral Shares | Common Collective Trusts | — | — | $818K | 2.0% | |
| Primecap Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $791K | 1.9% | |
| Vanguard Equity Index Group Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $791K | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $774K | 1.9% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2060 Fund | Common Collective Trusts | — | — | $773K | 1.9% | |
| Vanguard Equity Index Group Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $621K | 1.5% | |
| AllianceBernstein AB Large Cap Growth Fund; Class Z | Other securities | — | — | $451K | 1.1% | |
| Vanguard Equity Index Group Vanguard Target Retirement Income | Common Collective Trusts | — | — | $314K | 0.8% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $178K | 0.4% | |
| Vanguard Equity Index Group Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $129K | 0.3% | |
| Vanguard Equity Index Group Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $113K | 0.3% | |
| Vanguard Equity Index Group Vanguard Target Retirement 2065 Fund | Common Collective Trusts | — | — | $112K | 0.3% | |
| American Funds American Funds New World Fund; Class R6 | Mutual Funds | — | — | $68K | 0.2% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $54K | 0.1% | |
| DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $52K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
