Jeremy Vickers signed The Estaugh T/a Medford LEAS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Estaugh T/a Medford LEAS' EIN is 21-0633410.
Download the official 2024 Form 5500 (PDF) for The Estaugh T/a Medford LEAS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Estaugh T/a Medford LEAS' 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE MERCER INVESTMENTS, | 30-0282430 | — | INVESTMENT MANAGEMENT | $49K | — |
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 Target Retrmnt 2035 | Mutual Funds | — | — | $2.1M | 10.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RETIREMENT SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.1% | |
| John Hancock JHancock3 Disciplined Val R6 | Other securities | — | — | $1.8M | 8.8% | |
| Vanguard Total Stock Mkt Index Adm | Mutual Funds | — | — | $1.8M | 8.7% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $1.5M | 7.5% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $1.2M | 6.2% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $1.1M | 5.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Gr I | Other securities | — | — | $1.0M | 5.2% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $742K | 3.7% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $741K | 3.7% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $716K | 3.5% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $643K | 3.2% | |
| Neuberger Berman Neuberger Berman Sustainable Eq R6 | Other securities | — | — | $631K | 3.1% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | Other securities | — | — | $563K | 2.8% | |
| William Blair William Blair Small-Mid Cap Gr R6 | Other securities | — | — | $440K | 2.2% | |
| Participants Notes Receivable With Interest Rates of 3.25% to 8.50% | Bonds / Notes | — | — | $430K | 2.1% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $246K | 1.2% | |
| Goldman Sachs Goldman Sachs Small Cap Val Instl | Other securities | — | — | $232K | 1.1% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $218K | 1.1% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $215K | 1.1% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $206K | 1.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $175K | 0.9% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $107K | 0.5% | |
| Principal Dvsf Real Asset R6 | Other securities | — | — | $93K | 0.5% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $48K | 0.2% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
