Carol GALL signed Litchfield CAVO LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Litchfield CAVO LLP's EIN is 36-4255570.
Download the official 2024 Form 5500 (PDF) for Litchfield CAVO LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Litchfield CAVO LLP'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 | $68K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $13.1M | 13.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $12.3M | 12.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $8.9M | 9.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $8.5M | 8.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $8.5M | 8.6% | |
| TOUCHSTONE LARGE CAP FOCUSED Y | Registered Investment Companies | — | — | $5.8M | 5.9% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.2M | 5.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.2M | 4.3% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $3.7M | 3.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.4M | 3.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.2M | 3.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $2.7M | 2.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.6M | 2.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.3M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.2M | 2.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2.0M | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $936K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $717K | 0.7% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $598K | 0.6% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $395K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $71K | <0.1% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
