Kelly Durante signed Essintial Enterprise Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essintial Enterprise Solutions, LLC's EIN is 26-4786683.
Download the official 2024 Form 5500 (PDF) for Essintial Enterprise Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essintial Enterprise 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 |
|---|---|---|---|---|---|
| CREATIVE FINANCIAL GROUP | — | NEWTOWN SQUARE, PA | INVESTMENT ADVISOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv. | Mutual Funds | — | — | $1.3M | 18.1% | |
| Vanguard Target Retirement 2035 Inv. | Mutual Funds | — | — | $963K | 13.8% | |
| Vanguard Target Retirement 2040 Inv. | Mutual Funds | — | — | $923K | 13.2% | |
| Vanguard Target Retirement 2030 Inv. | Mutual Funds | — | — | $549K | 7.9% | |
| Vanguard Target Retirement 2045 Inv. | Mutual Funds | — | — | $490K | 7.0% | |
| Vanguard Target Retirement 2020 Inv. | Mutual Funds | — | — | $461K | 6.6% | |
| Vanguard Target Retirement 2050 Inv. | Mutual Funds | — | — | $319K | 4.6% | |
| Vanguard Target Retirement 2055 Inv. | Mutual Funds | — | — | $307K | 4.4% | |
| Money Market Funds Modern Bank Deposit Account | Cash / Money Market | — | — | $277K | 4.0% | |
| Neuberger Bergman Mis Cap Growht FD R6 ** 315 PIMCO International Bond (USD Hedged) I ** 375 TIAA-CREF Large-Cap Growth Index Fund Instl. | Common Collective Trusts | — | — | $183K | 2.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $160K | 2.3% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $153K | 2.2% | |
| Vanguard Target Retirement Income Inv. | Mutual Funds | — | — | $150K | 2.1% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $147K | 2.1% | |
| Vanguard Target Retirement 2060 Inv. | Mutual Funds | — | — | $134K | 1.9% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $105K | 1.5% | |
| Vanguard Small Cap Growth Index Adm. | Mutual Funds | — | — | $83K | 1.2% | |
| Participant Loans Rates range from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $72K | 1.0% | |
| American Funds Investment Company of America R6 ** 269 American Funds New Perspective R6 | Mutual Funds | — | — | $71K | 1.0% | |
| Vanguard Mid Cap Index Adm. | Mutual Funds | — | — | $51K | 0.7% | |
| DFA Global Real Estate Securities Port. ** 816 Federated Hermes Institutional High Yield Bond Instl. | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Value Index Adm. | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Equity-Income Adm. | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Small Cap Value Index Admiral ** 253 Vanguard Total Bond Market Index Adm. | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard International Value Inv. | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard LifeStrategy Growth Inv. | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Inflation-Protected Securities Adm. | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard International Growth Adm. | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Inde Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Short-Term Investment-Grade Adm. | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2065 Inv. | Mutual Funds | — | — | $1K | <0.1% | |
| WF STABLE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
