Madison Houseworth-Skaggs signed Aquatic Sales Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aquatic Sales Solutions, LLC's EIN is 26-1714867.
Download the official 2024 Form 5500 (PDF) for Aquatic Sales Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aquatic Sales Solutions, 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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.6M | 23.9% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.2M | 10.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 10.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 10.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $781K | 7.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $572K | 5.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $393K | 3.6% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $369K | 3.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $346K | 3.2% | |
| LOOMIS SAYLES GROWTH FUND N | Registered Investment Companies | — | — | $345K | 3.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $303K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $247K | 2.3% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $198K | 1.8% | |
| HOTCHKIS AND WILEY SM CAP VL Z | Registered Investment Companies | — | — | $169K | 1.6% | |
| TOUCHSTONE MID CAP GROWTH I | Registered Investment Companies | — | — | $127K | 1.2% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $121K | 1.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $113K | 1.0% | |
| HOTCHKIS AND WILEY MDCPVAL I | Registered Investment Companies | — | — | $106K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $102K | 0.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $94K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $78K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $72K | 0.7% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $71K | 0.7% | |
| AQR INTL MOMT STYLE R6 | Registered Investment Companies | — | — | $67K | 0.6% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $54K | 0.5% | |
| AMC GLOBAL RE - R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
