Barbara Libove signed Local Initiatives Support Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local Initiatives Support Corporation's EIN is 13-3030229.
Download the official 2024 Form 5500 (PDF) for Local Initiatives Support Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local Initiatives Support Corporation'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $75K | — |
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORDKEEPER | $316 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth; K6 Fund | Mutual Funds | — | — | $8.9M | 11.5% | |
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.4M | 9.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $6.2M | 8.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $6.0M | 7.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.7M | 7.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $5.5M | 7.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $5.1M | 6.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $4.9M | 6.3% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $3.7M | 4.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.6M | 4.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.2M | 4.1% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $3.2M | 4.1% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $2.9M | 3.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.4M | 3.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.1M | 2.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.1M | 1.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.0M | 1.3% | |
| Participant Loans Interest rates ranging from 3.25% to 8.50% - | Bonds / Notes | — | — | $651K | 0.8% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $611K | 0.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $558K | 0.7% | |
| Allspring Funds Allspring Special Mid Cap Value Fund; Class R6 | Mutual Funds | — | — | $371K | 0.5% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $250K | 0.3% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $212K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $186K | 0.2% | |
| Guaranteed Interest Account * Equitable Financial Life Insurance Company Guaranteed Interest Account Fund | Common Stocks | — | — | $166K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $144K | 0.2% | |
| Equitable Financial Life Insurance Company Money Market Fund 911 * Equitable Financial Life Insurance Company Common Stock Index Fund | Common Collective Trusts | — | — | $143K | 0.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $135K | 0.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund; Class R6 | Other securities | — | — | $74K | <0.1% | |
| Equitable Financial Life Insurance Company Moderate Allocation Fund | Common Stocks | — | — | $70K | <0.1% | |
| s * Equitable Financial Life Insurance Company Multimanager Aggressive Equity Fund | Pooled Separate Accounts | — | — | $31K | <0.1% | |
| Equitable Financial Life Insurance Company Large-Cap Value Managed Vol Fund 843 * Equitable Financial Life Insurance Company International Equity Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Equitable Financial Life Insurance Company Horizon Small cap Fund | Common Stocks | — | — | $1K | <0.1% | |
| Equitable Financial Life Insurance Company Target 2025 Allocation | Common Stocks | — | — | $1K | <0.1% |
