Manci CHEN signed Edifecs Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edifecs Inc.'s EIN is 20-4516419.
Download the official 2024 Form 5500 (PDF) for Edifecs Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edifecs Inc.'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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $17.4M | 24.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $7.8M | 10.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $4.6M | 6.3% | |
| PUTNAM LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.0M | 5.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.3M | 4.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 4.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.9M | 4.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2.8M | 3.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 3.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2.6M | 3.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.6M | 3.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.6M | 3.6% | |
| CALAMOS TIMPANI SM CAP GR R6 | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.6M | 2.3% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $1.6M | 2.2% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| FIDELITY ADVISOR VALUE STRAT K | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $982K | 1.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $941K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $891K | 1.2% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $621K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $608K | 0.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $548K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $482K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $362K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $283K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $100K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
