LISA Carvin signed Aequor Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aequor Technologies, LLC's EIN is 22-3608386.
Download the official 2024 Form 5500 (PDF) for Aequor Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aequor Technologies, 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 | $36K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 16.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 14.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $896K | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $783K | 10.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $691K | 8.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $687K | 8.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $586K | 7.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $354K | 4.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $306K | 3.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $204K | 2.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $173K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $119K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $101K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $90K | 1.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $75K | 1.0% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $59K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $56K | 0.7% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $51K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $36K | 0.5% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $27K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $22K | 0.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $17K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $11K | 0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $10K | 0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $9K | 0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $8K | 0.1% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $6K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $2K | <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 |
| — |
