Debbie Barrett signed Surety Title Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surety Title Company, LLC's EIN is 22-3154895.
Download the official 2024 Form 5500 (PDF) for Surety Title Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surety Title Company, 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 | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JSC ADVISORS, LLC | 26-3162577 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $801K | 6.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $737K | 6.4% | |
| VANGUARD TAX-MNGD SM CAP ADM 196 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $707K | 6.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $690K | 6.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $556K | 4.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $523K | 4.5% | |
| THE HARTFORD CAPITAL APP-R5 | Registered Investment Companies | — | — | $522K | 4.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $500K | 4.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $498K | 4.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $461K | 4.0% | |
| TR PRICE MID CAP VALUE | Registered Investment Companies | — | — | $460K | 4.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $428K | 3.7% | |
| DWS ENHNCED CMDTY STRAT I 642 REGISTERED INVESTMENT COMPANY AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $398K | 3.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $394K | 3.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $346K | 3.0% | |
| JANUS H OVERSEAS - T | Registered Investment Companies | — | — | $287K | 2.5% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $284K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $232K | 2.0% | |
| LOOMIS SAYLES STRATEGIC INC-Y | Registered Investment Companies | — | — | $232K | 2.0% | |
| TEMPLETON GLOBAL BOND FUND-ADV | Registered Investment Companies | — | — | $230K | 2.0% | |
| LAZARD EMG MKT EQ PORT - INSTL | Registered Investment Companies | — | — | $210K | 1.8% | |
| VAN INTERNATIONAL GROWTH - INV | Registered Investment Companies | — | — | $208K | 1.8% | |
| VAN WELLESLEY INCOME - INV | Registered Investment Companies | — | — | $199K | 1.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $160K | 1.4% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $150K | 1.3% | |
| HARBOR CORE PLUS INST | Registered Investment Companies | — | — | $148K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $115K | 1.0% | |
| INVESCO SMALL CAP VALUE Y | Registered Investment Companies | — | — | $114K | 1.0% | |
| AMF AMCAP R6 | Registered Investment Companies | — | — | $105K | 0.9% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $90K | 0.8% | |
| LORD ABBETT SH DUR INC I | Registered Investment Companies | — | — | $86K | 0.7% | |
| COLUMBIA GLOBAL VALUE I2 | Registered Investment Companies | — | — | $79K | 0.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $76K | 0.7% | |
| JPMORGAN CORE BOND I | Registered Investment Companies | — | — | $58K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $53K | 0.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $51K | 0.4% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $49K | 0.4% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $49K | 0.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $39K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $28K | 0.2% | |
| TOUCHSTONE ACTIVE BOND Y | Registered Investment Companies | — | — | $27K | 0.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $26K | 0.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $23K |
| — |
