Paula Croft signed Ancile Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ancile Solutions, Inc.'s EIN is 30-0631986.
Download the official 2024 Form 5500 (PDF) for Ancile Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ancile Solutions, Inc.'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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $3.2M | 13.4% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $3.1M | 13.1% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $2.3M | 9.7% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.9M | 8.0% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| TROWEPRICE RETIRE 2020 INV 590 REGISTERED INVESTMENT COMPANY LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $1.1M | 4.8% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.1M | 4.7% | |
| ISHARES RUSSELL SMALLMID IDX K | Registered Investment Companies | — | — | $1.0M | 4.3% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $943K | 4.0% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $862K | 3.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $681K | 2.9% | |
| AQR LG CAP DEFENSIVE STYLE R6 | Registered Investment Companies | — | — | $618K | 2.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $485K | 2.0% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $460K | 1.9% | |
| EATON VANCE HIGH INCOME OPPS I | Registered Investment Companies | — | — | $435K | 1.8% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $423K | 1.8% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $363K | 1.5% | |
| BNY MELLON SMALL MID CAP GR I | Registered Investment Companies | — | — | $260K | 1.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $242K | 1.0% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $238K | 1.0% | |
| PARAMETRIC INTL EQUITY I | Registered Investment Companies | — | — | $226K | 1.0% | |
| LOOMIS SAYLES CORE PL BD Y | Registered Investment Companies | — | — | $222K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $190K | 0.8% | |
| WCM FOCUSED EM MKT INST | Registered Investment Companies | — | — | $189K | 0.8% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $157K | 0.7% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $144K | 0.6% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $141K | 0.6% | |
| TRPRICE RETIREMENT 2010 INV | 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.
