Chantal Duguay signed Csdvrs, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Csdvrs, LLC's EIN is 20-5985901.
Download the official 2024 Form 5500 (PDF) for Csdvrs, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Csdvrs, 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 | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FNCL GRP INSUR. AGENCY, | 90-0138117 | — |
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 AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.9M | 21.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 10.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 8.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| FIDELITY GROWTH COMPANY K6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $762K | 4.2% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $676K | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $630K | 3.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $562K | 3.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $537K | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $537K | 2.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $503K | 2.7% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $475K | 2.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $447K | 2.4% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $395K | 2.2% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $352K | 1.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $317K | 1.7% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $316K | 1.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $312K | 1.7% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $304K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $282K | 1.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $238K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $156K | 0.9% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $138K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11K | <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 |
| $23K |
| — |
