Paul Salibi signed Vandevere, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vandevere, Inc.'s EIN is 34-0676529.
Download the official 2024 Form 5500 (PDF) for Vandevere, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vandevere, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $4.7M | 18.8% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $4.2M | 17.0% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $2.5M | 10.2% | |
| Vanguard Fed Money Market Fund Money market fund N/A | Mutual Funds | — | — | $2.4M | 9.5% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $2.1M | 8.4% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $2.0M | 8.1% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $1.7M | 6.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $1.1M | 4.4% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $961K | 3.9% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $757K | 3.0% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 3.25% - 8.50% | Bonds / Notes | — | — | $757K | 3.0% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $547K | 2.2% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $352K | 1.4% | |
| Vanguard Large Cap Index Admiral Mutual fund N/A | Mutual Funds | — | — | $331K | 1.3% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $144K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund N/A | Mutual Funds | — | — | $138K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund N/A | Mutual Funds | — | — | $118K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual fund N/A | Other securities | — | — | $110K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $87K | 0.4% | |
| Vanguard Small Cap Index Admiral Shares Mutual fund N/A | Mutual Funds | — | — | $49K | 0.2% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $43K | 0.2% | |
| Vanguard Total International Stock Index Admiral Mutual fund N/A | Mutual Funds | — | — | $28K | 0.1% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $28K | 0.1% | |
| MIDCAP VALUE FUND FEE CLASS R1 Common Collective Trust Fund | Common Collective Trusts | — | — | $25K | 0.1% | |
| MID CAP GROWTH FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $25K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Total Bond K6 Mutual fund N/A 10 Undiscovered Managers Behavioral Value Fund R6 Mutual fund N/A | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds New Perspective Fund R6 Mutual fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| Cohen & Steers Realty Instl Shares Mutual fund N/A | Other securities | — | — | $6K | <0.1% | |
| CORE PLUS BOND FUND CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $4K | <0.1% | |
| American Funds Balance Fund R6 Mutual fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| AMERICAN BALANCED FUND R6 Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| LARGE CAP VALUE FUND II GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $4K | <0.1% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $445 | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / 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.
