Tom Monroe signed Vaynermedia's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vaynermedia's EIN is 26-4672251.
Download the official 2024 Form 5500 (PDF) for Vaynermedia from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vaynermedia's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 |
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 | — | — | $13.5M | 15.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $11.6M | 13.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $9.5M | 11.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $8.9M | 10.5% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $6.2M | 7.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $4.7M | 5.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.6M | 4.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.5M | 4.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $3.3M | 3.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2.3M | 2.7% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $2.3M | 2.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2.0M | 2.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.8M | 2.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.6M | 1.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 1.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.3M | 1.5% | |
| GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $846K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $801K | 0.9% | |
| FID ADVISOR NEW INSIGHTS Z | Registered Investment Companies | — | — | $790K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $676K | 0.8% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $507K | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $504K | 0.6% | |
| BRN ADV SUSTAIN GROWTH INST | Registered Investment Companies | — | — | $418K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $220K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $148K | 0.2% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $131K | 0.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $58K | <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 |
| $144K |
| — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $144K | — |
