Barbara Libove signed Local Initiatives Support Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local Initiatives Support Corp.'s EIN is 13-3030229.
Download the official 2024 Form 5500 (PDF) for Local Initiatives Support Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local Initiatives Support Corp.'s plan includes 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 | $72K | — |
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORDKEEPER | $353 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 | — | — | $10.9M | 13.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $7.7M | 9.6% | |
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $6.4M | 8.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.3M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $5.8M | 7.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.7M | 7.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.7M | 7.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.1M | 6.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $5.0M | 6.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.7M | 5.9% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $3.4M | 4.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.6M | 3.2% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $2.5M | 3.1% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $1.9M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.0M | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $856K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $798K | 1.0% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $673K | 0.8% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $539K | 0.7% | |
| Guaranteed Interest Account * Equitable Financial Life Insurance Company Guaranteed Interest Account Fund | Common Stocks | — | — | $517K | 0.6% | |
| Allspring Funds Allspring Special Mid Cap Value Fund; Class R6 | Mutual Funds | — | — | $377K | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $355K | 0.4% | |
| Participant Loans Interest rates ranging from 3.25% to 8.50% - | Bonds / Notes | — | — | $308K | 0.4% | |
| s * Equitable Financial Life Insurance Company Multimanager Aggressive Equity Fund | Pooled Separate Accounts | — | — | $185K | 0.2% | |
| Equitable Financial Life Insurance Company Common Stock Index Fund | Common Collective Trusts | — | — | $170K | 0.2% | |
| Equitable Financial Life Insurance Company Moderate Allocation Fund | Common Stocks | — | — | $153K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $153K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $90K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $65K | <0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund; Class R6 | Other securities | — | — | $47K | <0.1% | |
| Equitable Financial Life Insurance Company Large-Cap Value Managed Vol Fund 769 * Equitable Financial Life Insurance Company International Equity Index Fund 845 * Equitable Financial Life Insurance Company Horizon Small-Cap Fund | Common Collective Trusts | — | — | $23K | <0.1% | |
| Equitable Financial Life Insurance Company Equity 500 Index Fund 72 * Equitable Financial Life Insurance Company Money Market Fund | Common Collective Trusts | — | — | $7K | <0.1% |
