Shannon Rawls signed Vannguard Utility Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vannguard Utility Partners, Inc.'s EIN is 42-1502105.
Download the official 2024 Form 5500 (PDF) for Vannguard Utility Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vannguard Utility Partners, Inc.'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 | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FSC SECURITIES CORP | — | ATLANTA, GA |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $1.1M | 30.0% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $355K | 9.9% | |
| ALS DIVERSIFIED CAP BUILD A | Registered Investment Companies | — | — | $305K | 8.5% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $243K | 6.8% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $240K | 6.7% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $206K | 5.7% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $182K | 5.1% | |
| AMERFDS 2015 TARG DATE RET-R3 88 REGISTERED INVESTMENT COMPANY AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $180K | 5.0% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $120K | 3.3% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $109K | 3.0% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $94K | 2.6% | |
| PUTNAM ASSET ALLOC CONS A 88 REGISTERED INVESTMENT COMPANY ALS SPECTRUM MOD GROWTH A | Registered Investment Companies | — | — | $75K | 2.1% | |
| BLK MID CAP GR EQTY PRT - SVC | Registered Investment Companies | — | — | $52K | 1.4% | |
| AMERICAN FUNDS FUNDAMENTAL -R3 | Registered Investment Companies | — | — | $49K | 1.4% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $46K | 1.3% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $42K | 1.2% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $34K | 0.9% | |
| AB HIGH INCOME A | Registered Investment Companies | — | — | $22K | 0.6% | |
| NUVEEN SMALL CAP VALUE A | Registered Investment Companies | — | — | $21K | 0.6% | |
| LORD ABBETT BOND DEBENTURE R4 852 REGISTERED INVESTMENT COMPANY AMERFDS 2020 TARG DATE RET-R3 88 REGISTERED INVESTMENT COMPANY PUTNAM ASSET ALLOC GRTH A | Registered Investment Companies | — | — | $21K | 0.6% | |
| PRINCIPAL SC SP600 IDX R3 | Registered Investment Companies | — | — | $15K | 0.4% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $13K | 0.4% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $13K | 0.3% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $11K | 0.3% | |
| INVESCO CORE PLUS BOND A | Registered Investment Companies | — | — | $8K | 0.2% | |
| VIRTUS NFJ EMERGING MKTS VAL A | Registered Investment Companies | — | — | $8K | 0.2% | |
| BNY MELLON ACTIVE MIDCAP A | Registered Investment Companies | — | — | $8K | 0.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $8K | 0.2% | |
| WILLIAM BLAIR INTL LEADERS N | Registered Investment Companies | — | — | $6K | 0.2% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $6K | 0.2% | |
| GOLDMAN INTL SMALL CAP A | Registered Investment Companies | — | — | $6K | 0.2% | |
| FEDERATED MDT SMALL CAP CORE A | Registered Investment Companies | — | — | $6K | 0.2% | |
| AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $5K | 0.1% | |
| NATIONWIDE INTL INDEX - A | 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.
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEGNER CPAS LLP | 39-0974031 | — | ACCOUNTANT | $11K | — |
