AMY Dibonaventura signed Exeter Property Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exeter Property Group, LLC's EIN is 20-5420212.
Download the official 2024 Form 5500 (PDF) for Exeter Property Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exeter Property Group, 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 | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $5.1M | 12.0% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $3.0M | 7.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.7M | 6.5% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $2.4M | 5.7% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $2.1M | 5.1% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $1.9M | 4.6% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $1.7M | 4.1% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| COLUMBIA SMALL CAP VALUE I | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| JAN HEND GLOBAL TECH INNV A | Registered Investment Companies | — | — | $1.1M | 2.6% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $956K | 2.3% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $899K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $865K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $791K | 1.9% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $673K | 1.6% | |
| AB SMALL CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $649K | 1.5% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $570K | 1.4% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $551K | 1.3% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $449K | 1.1% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $396K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $395K | 0.9% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $369K | 0.9% | |
| BLACKROCK INFL PROT BD PORT-A | Registered Investment Companies | — | — | $364K | 0.9% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $183K | 0.4% | |
| T ROWE AFRICA & MIDDLE EAST | Registered Investment Companies | — | — | $153K | 0.4% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $86K | 0.2% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $70K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $44K | 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 |
| $121K |
| — |
