Diane Rovnanik signed Armada Partners LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Armada Partners LP's EIN is 27-1516307.
Download the official 2024 Form 5500 (PDF) for Armada Partners LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Armada Partners LP'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISORY | $32K | — |
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 Group Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $11.1M | 12.2% | |
| Fund Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $9.4M | 10.4% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $8.7M | 9.5% | |
| Fund T. Rowe Price Funds T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $7.5M | 8.3% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $6.2M | 6.8% | |
| Fund Vanguard Group Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $6.0M | 6.6% | |
| Fund Vanguard Group Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $6.0M | 6.6% | |
| Fund Vanguard Group Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $5.5M | 6.0% | |
| Fund Vanguard Group Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $5.3M | 5.9% | |
| Fund John Hancock John Hancock Disciplined Value R6 | Other securities | — | — | $2.8M | 3.1% | |
| Vanguard Group Vanguard Ext Market Index Adm Fd | Mutual Funds | — | — | $2.6M | 2.9% | |
| William Blair & Company William Blair Small Mid Cap Gr I Fund | Common Stocks | — | — | $2.4M | 2.7% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $2.3M | 2.5% | |
| Fully Benefit-Responsive Investment Contract Standard Insurance Company Stable Asset Fund | Common Stocks | — | — | $2.2M | 2.4% | |
| Fund PGIM Investments PGIM Total Return Bond Z Fund | Other securities | — | — | $2.0M | 2.2% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.9M | 2.1% | |
| Fund Vanguard Group Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.9M | 2.1% | |
| Fd Transamerica Intl Equity I Fund | Other securities | — | — | $1.5M | 1.7% | |
| Notes Receivable From Participants * Participant Loans Interest at 3.25% - 9.50%, maturing - | Bonds / Notes | — | — | $1.4M | 1.5% | |
| Vanguard Group Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.2M | 1.3% | |
| Vanguard Group Vanguard Target Retirement Income | Mutual Funds | — | — | $924K | 1.0% | |
| Fund Vanguard Group Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $809K | 0.9% | |
| (E) | Other securities | — | — | $59K | <0.1% | |
| Fund Vanguard Group Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $59K | <0.1% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · 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.
