Joanne Ianitello signed VSM Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VSM Management, LLC's EIN is 37-1667496.
Download the official 2024 Form 5500 (PDF) for VSM Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VSM Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| NEWPORT GROUP INC | 27-2037969 | — | RECORDKEEPER/BOOKKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.4M | 26.5% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $844K | 16.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $795K | 15.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $465K | 8.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $414K | 8.0% | |
| DFA US Targeted Value I Fund Mutual Fund ** 110 Eaton Vance Atlanta Capital SMID Cap R6 Fund Mutual Fund ** 72 Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $271K | 5.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $214K | 4.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $159K | 3.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $101K | 1.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $93K | 1.8% | |
| 9.50; various maturity dates 0 | Other securities | — | — | $83K | 1.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $82K | 1.6% | |
| Principal Core Fixed Income Separate Account-Z Mutual Fund | Pooled Separate Accounts | — | — | $75K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $75K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $43K | 0.8% | |
| Fidelity NASDAQ Composite Index Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 0.7% | |
| JP Morgan Small Cap Blend R6 Fund Mutual Fund ** 72 Schwab Fundamental International Equity Index Fund Mutual Fund | Common Collective Trusts | — | — | $31K | 0.6% | |
| American Beacon SiM High Yield Opportunities R5 Fd Mutual Fund | Other securities | — | — | $24K | 0.5% | |
| Janus Henderson Enterprise N Fund Mutual Fund ** 37 JP Morgan Growth Advantage R6 Fund Mutual Fund | Mutual Funds | — | — | $23K | 0.4% | |
| Principal LifeTime 2070 Separate Account-Z Mutual Fund | Pooled Separate Accounts | — | — | $22K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $22K | 0.4% | |
| American Funds New World R6 Fund Mutual Fund ** 912 BNY Mellon Dynamic Value Y Fund Mutual Fund ** 328 Cohen & Steers Institutional Realty Shares Mutual Fund | Mutual Funds | — | — | $17K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| Hood River Small-Cap Growth Retirement Fund Mutual Fund ** 290 Invesco Small Cap Value R6 Fund Mutual Fund | Mutual Funds | — | — | $12K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $2K | <0.1% | |
| American Century Mid-Cap Value R6 Fund Mutual Fund ** 145 American Funds New Perspective R6 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $70 | <0.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE STABLE VALUE CTF T. ROWE PRICE · EIN 52-1309931 / PN 456 | 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.
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
