Michele Welsh-Gamble signed Conco Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conco Services LLC's EIN is 25-1567394.
Download the official 2024 Form 5500 (PDF) for Conco Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conco Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NATIONAL ASSOCIATION | 22-1146430 | — | RETAINED BY EMPLOYER | $27K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral N/A | Mutual Funds | — | — | $3.5M | 14.9% | |
| Various Self-Direct Brokerage Accounts N/A | Self-Directed Brokerage | — | — | $2.9M | 12.5% | |
| MFS Growth Fund R6 N/A | Mutual Funds | — | — | $2.4M | 10.3% | |
| Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $2.2M | 9.6% | |
| Vanguard 500 Index Fund Admiral N/A | Common Collective Trusts | — | — | $2.2M | 9.5% | |
| Vanguard Target Retirement 2025 Fund N/A | Mutual Funds | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2045 Fund N/A | Mutual Funds | — | — | $872K | 3.7% | |
| Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $612K | 2.6% | |
| Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $591K | 2.5% | |
| Vanguard Windsor II Fund Admiral N/A | Mutual Funds | — | — | $574K | 2.5% | |
| Vanguard Total Stock Market Index Fund N/A | Common Collective Trusts | — | — | $552K | 2.4% | |
| Participant Loans Interest rates range from 4.25% to 9.75% with various - | Bonds / Notes | — | — | $519K | 2.2% | |
| Vanguard Explorer Fund Admiral N/A | Mutual Funds | — | — | $512K | 2.2% | |
| Vanguard Target Retirement 2040 Fund N/A | Mutual Funds | — | — | $388K | 1.7% | |
| Vanguard Selected Value Fund N/A | Mutual Funds | — | — | $381K | 1.6% | |
| Vanguard Small-Cap Value Index Fund Admiral N/A | Common Collective Trusts | — | — | $355K | 1.5% | |
| T. ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE TRUST FUND · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $315K | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral N/A | Common Collective Trusts | — | — | $312K | 1.3% | |
| Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $308K | 1.3% | |
| Vanguard International Growth Fund Admiral N/A | Mutual Funds | — | — | $295K | 1.3% | |
| Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $269K | 1.2% | |
| Vanguard Developed Market Index Fund Admiral N/A | Common Collective Trusts | — | — | $231K | 1.0% | |
| Allspring Core Bond Fund R6 N/A | Other securities | — | — | $221K | 0.9% | |
| Vanguard Total Bond Market Index Fund Admiral N/A | Common Collective Trusts | — | — | $185K | 0.8% | |
| Dodge & Cox International Stock Fund N/A | Mutual Funds | — | — | $154K | 0.7% | |
| Vanguard Target Retirement Income Fund N/A | Mutual Funds | — | — | $107K | 0.5% | |
| Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $100K | 0.4% | |
| MFS Mid Cap Growth Fund N/A | Mutual Funds | — | — | $96K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral N/A | Common Collective Trusts | — | — | $64K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral N/A | Common Collective Trusts | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2070 Fund N/A | Mutual Funds | — | — | $17K | <0.1% | |
| JPMorgan U.S. Government Money Market Fund N/A | Cash / Money Market | — | — | $17K | <0.1% |
