Robert B PEPE signed Labella Associates, D.P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Labella Associates, D.P.C.'s EIN is 16-1115731.
Download the official 2023 Form 5500 (PDF) for Labella Associates, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Labella Associates, D.P.C.'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 | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP, LLC | 80-0675279 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $18.7M | 12.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $17.2M | 11.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $12.6M | 8.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $10.5M | 7.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $10.3M | 6.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $9.7M | 6.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $8.5M | 5.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $7.2M | 4.8% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $6.3M | 4.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $4.5M | 3.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $2.9M | 1.9% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $2.8M | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.8M | 1.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $2.7M | 1.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.2M | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.9M | 1.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 1.0% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.4M | 0.9% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $1.3M | 0.8% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.1M | 0.7% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $901K | 0.6% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $883K | 0.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $790K | 0.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $752K | 0.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $601K | 0.4% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $572K | 0.4% | |
| MFS NEW DISCOVERY FUND R6 | Registered Investment Companies | — | — | $79K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $113 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $122K |
| — |
