Kevin Leary signed VPNE Parking Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VPNE Parking Solutions, LLC's EIN is 20-2086409.
Download the official 2024 Form 5500 (PDF) for VPNE Parking Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VPNE Parking Solutions, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC |
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 500 Index | Common Collective Trusts | — | — | $2.3M | 13.0% | |
| American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $1.7M | 9.6% | |
| American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $1.4M | 7.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 7.3% | |
| Fidelity International Index | Mutual Funds | — | — | $1.3M | 7.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.1M | 5.9% | |
| American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $972K | 5.5% | |
| American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $877K | 4.9% | |
| American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $832K | 4.7% | |
| American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $807K | 4.5% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $724K | 4.1% | |
| American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $691K | 3.9% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $560K | 3.2% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $519K | 2.9% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $415K | 2.3% | |
| Participant loans | Participant loans | — | — | $410K | 2.3% | |
| Principal Small Cap Growth I Institutional | Other securities | — | — | $319K | 1.8% | |
| American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $300K | 1.7% | |
| American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $172K | 1.0% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $117K | 0.7% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $86K | 0.5% | |
| American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $44K | 0.2% | |
| American Funds 2010 Target Date Retire R6 | Mutual Funds | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| BROKER/ADVISER |
| $0 |
| — |
