TARA Evans signed Locus Management's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Locus Management's EIN is 38-4038952.
Download the official 2023 Form 5500 (PDF) for Locus Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Locus Management'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $605K | 15.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $377K | 9.4% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $328K | 8.2% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $273K | 6.8% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $250K | 6.2% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $244K | 6.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $237K | 5.9% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $220K | 5.5% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $186K | 4.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $166K | 4.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $154K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $153K | 3.8% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $146K | 3.6% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $113K | 2.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $97K | 2.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $91K | 2.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $68K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $52K | 1.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $48K | 1.2% | |
| FID F IND 2005 INSTL PREM 839 REGISTERED INVESTMENT COMPANY JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $45K | 1.1% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $41K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $29K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $21K | 0.5% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $15K | 0.4% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
