Anthony M. Ward ESQ. signed Area 15 Global LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Area 15 Global LLC's EIN is 30-1154993.
Download the official 2024 Form 5500 (PDF) for Area 15 Global LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Area 15 Global 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | NEW YORK, NY | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| N/R Vanguard FTSE All-World ex-US Index Fund Admiral Shares N/R 70 N/R Vanguard Target Retirement Income Fund N/R 783 N/R Vanguard Target Retirement 2020-2065 Fund N/R | Common Collective Trusts | — | — | $3.0M | 79.9% | |
| N/R Fidelity Advisor Total Bond Fund N/R 129 N/R Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $310K | 8.2% | |
| N/R Dimensional Fund Advisors Inflation-Protected Securities Portfolio Instutitional Class N/R 522 N/R Lord Abbett Bond Debenture Fund N/R 608 N/R Alliance Bernstein Large Cap Growth Fund N/R | U.S. Treasuries | — | — | $133K | 3.5% | |
| N/R Participant Loans N/A N/R | Participant loans | — | — | $83K | 2.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $58K | 1.5% | |
| N/R Putnam Large Cap Value Fund N/R | Mutual Funds | — | — | $46K | 1.2% | |
| N/R Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $40K | 1.0% | |
| N/R Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $38K | 1.0% | |
| N/R Massachusetts Financial Services International Diversification Fund N/R | Other securities | — | — | $32K | 0.9% | |
| N/R Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $11K | 0.3% | |
| N/R Vanguard Total Bond Market Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
