Charles Hastings signed Juniper Communities LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Juniper Communities LLC's EIN is 13-3458256.
Download the official 2024 Form 5500 (PDF) for Juniper Communities LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Juniper Communities 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2.2M | 18.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.4M | 11.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.0M | 8.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 8.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $760K | 6.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $645K | 5.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $529K | 4.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $442K | 3.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $432K | 3.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $380K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $369K | 3.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $253K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $240K | 2.0% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $228K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $215K | 1.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $156K | 1.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $122K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $51K |
| — |
