Shantell Graziano signed Island Palm Communities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Island Palm Communities, LLC's EIN is 20-1108750.
Download the official 2024 Form 5500 (PDF) for Island Palm Communities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Island Palm Communities, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR BALANCED Z | Registered Investment Companies | — | — | $3.4M | 13.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 10.7% | |
| FIDELITY GROWTH COMPANY - K | Registered Investment Companies | — | — | $2.5M | 10.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.0M | 7.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.9M | 7.4% | |
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $1.6M | 6.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| PRIMECAP ODYSSEY GROWTH FUND | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $970K | 3.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $902K | 3.6% | |
| FID ADVISOR GROWTH & INC Z | Registered Investment Companies | — | — | $762K | 3.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $673K | 2.7% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $590K | 2.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $483K | 1.9% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $459K | 1.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $442K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $430K | 1.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $421K | 1.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $349K | 1.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 0.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 0.8% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $190K | 0.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $186K | 0.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $140K | 0.6% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $89K | 0.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $54K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $47K | 0.2% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $17K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $37K |
| — |
