Verlicia Carroll signed Experience Employee Co LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Experience Employee Co LLC's EIN is 33-1880950.
Download the official 2024 Form 5500 (PDF) for Experience Employee Co LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Experience Employee Co LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, IA | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Fund Mutual Fund 774 Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.2M | 20.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $772K | 13.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $682K | 12.2% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $522K | 9.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $324K | 5.8% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $297K | 5.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $272K | 4.9% | |
| Vanguard Equity-Income Fund Mutual Fund | Mutual Funds | — | — | $195K | 3.5% | |
| Vanguard Real Estate Index Fund Mutual Fund 989 Vanguard Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $158K | 2.8% | |
| Vanguard Energy Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $125K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $111K | 2.0% | |
| maturing March 2025 through November 2028 | Other securities | — | — | $99K | 1.8% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $67K | 1.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $65K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $61K | 1.1% | |
| American Funds New Perspective Fund Mutual Fund 502 American Funds Washington Mutual Investors Fund Mutual Fund | Mutual Funds | — | — | $45K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $40K | 0.7% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $39K | 0.7% | |
| Janus Henderson Triton N Mutual Fund | Mutual Funds | — | — | $28K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $25K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $24K | 0.4% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $17K | 0.3% | |
| PGIM High Yield Fund- Class Z Mutual Fund 609 PGIM Total Return Bond Fund Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| American Funds American Balanced Fund Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
