LIZ Carroll signed Capri Communities LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capri Communities LLC's EIN is 39-2030637.
Download the official 2024 Form 5500 (PDF) for Capri Communities LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capri Communities LLC'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 | $71K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $862K | 9.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $816K | 9.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $617K | 6.8% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $593K | 6.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $557K | 6.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $553K | 6.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $527K | 5.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $481K | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $395K | 4.3% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $362K | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $350K | 3.8% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $343K | 3.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $309K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $272K | 3.0% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $207K | 2.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $188K | 2.1% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $187K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $165K | 1.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $155K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $154K | 1.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $108K | 1.2% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $104K | 1.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $87K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $79K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $79K | 0.9% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $74K | 0.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $58K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $49K | 0.5% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |
