Cindrica Mitchell signed Vinebrook Homes, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vinebrook Homes, LLC's EIN is 30-1133969.
Download the official 2024 Form 5500 (PDF) for Vinebrook Homes, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vinebrook Homes, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund Mutual fund 63,743.578 | Mutual Funds | — | — | $1.7M | 11.3% | |
| Fidelity Freedom 2050 Fund Mutual fund 53,983.315 | Mutual Funds | — | — | $1.4M | 9.6% | |
| Fidelity Freedom 2030 Fund Mutual fund 64,052.916 | Mutual Funds | — | — | $1.3M | 8.9% | |
| Fidelity Freedom 2040 Fund Mutual fund 51,297.156 | Mutual Funds | — | — | $1.3M | 8.7% | |
| Fidelity 500 Index Fund Mutual fund 5,819.728 | Common Collective Trusts | — | — | $1.2M | 8.2% | |
| Fidelity Freedom 2055 Fund Mutual fund 53,705.224 | Mutual Funds | — | — | $1.1M | 7.9% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund 22,669.439 | Other securities | — | — | $1.0M | 7.1% | |
| Fidelity Freedom 2035 Fund Mutual fund 39,643.707 | Mutual Funds | — | — | $925K | 6.4% | |
| Fidelity Freedom 2060 Fund Mutual fund 49,586.989 | Mutual Funds | — | — | $898K | 6.2% | |
| various maturity dates through December 2029 | Other securities | — | — | $385K | 2.6% | |
| Fidelity Freedom 2025 Fund Mutual fund 19,968.598 | Mutual Funds | — | — | $371K | 2.5% | |
| Fidelity Total Market Index Fund Mutual fund 40,470.645 | Common Collective Trusts | — | — | $352K | 2.4% | |
| Fidelity international Index Fund Mutual fund 7,369.404 | Common Collective Trusts | — | — | $350K | 2.4% | |
| Fidelity Freedom 2065 Fund Mutual fund 22,669.439 | Mutual Funds | — | — | $332K | 2.3% | |
| MFS Mid Cap Value Fund R6 Mutual fund 8,834.734 | Mutual Funds | — | — | $281K | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual fund 7,637.237 | Common Collective Trusts | — | — | $258K | 1.8% | |
| Money market fund- * Fidelity Government Money Market Fund Money market fund 235,668.370 | Mutual Funds | — | — | $236K | 1.6% | |
| American Fund American Mutual Fund R6 Mutual fund 3,888.355 | Other securities | — | — | $215K | 1.5% | |
| DFA Emerging Markets Portfolio Institutional Class Mutual fund 6,430.813 | Mutual Funds | — | — | $184K | 1.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund 14,345.910 | Common Collective Trusts | — | — | $147K | 1.0% | |
| DFA Small Cap Value Portfolio Institutional Class Mutual fund 2,461.674 | Mutual Funds | — | — | $119K | 0.8% | |
| Carillon Eagle Mid Capital Growth Fund -R6 Mutual fund 1,334.909 | Other securities | — | — | $104K | 0.7% | |
| Fidelity Freedom 2020 Fund Mutual fund 5,436.273 | Mutual Funds | — | — | $86K | 0.6% | |
| Fidelity small Cap Index Fund Mutual fund 3,085.263 | Common Collective Trusts | — | — | $85K | 0.6% | |
| Impax Global Environment Mkts Fund Mutual fund 3,349.168 | Other securities | — | — | $76K | 0.5% | |
| Janus Hernderson Triton Fund Class N Mutual fund 2,736.416 | Mutual Funds | — | — | $75K | 0.5% | |
| American Fund EUPAC Fund R6 Mutual fund 984.631 | Other securities | — | — | $53K | 0.4% | |
| Fidelity Real Estate Invs Fund Mutual fund 368.255 | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Freedom 2010 Fund Mutual fund 1,023.430 | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom 2015 Fund Mutual fund 748.006 | Mutual Funds | — | — | $11K | <0.1% | |
| BlackRock Strategic Income OPP Fund-K Mutual fund 728.126 | Other securities | — | — | $7K | <0.1% | |
| Eaton Vance Floating Fund Mutual fund 244.863 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom Income Fund Mutual fund 111.572 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
