TARA L. POPE signed Villa Lighting Supply Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Villa Lighting Supply Company's EIN is 43-1018765.
Download the official 2023 Form 5500 (PDF) for Villa Lighting Supply Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Villa Lighting Supply Company's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $42K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $3.3M | 7.5% | |
| Vanguard Large Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 6.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.2M | 5.0% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.9M | 4.4% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.9M | 4.3% | |
| BlackRock Total Return Fund | Other securities | — | — | $1.8M | 4.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.7M | 3.8% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| Allspring Global Investments Allspring Core Bond | Other securities | — | — | $1.4M | 3.2% | |
| iShares Barclays 7-10 Year (IEF) Treasury | Other securities | — | — | $1.4M | 3.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.0M | 2.3% | |
| MFS Value R6 | Mutual Funds | — | — | $1.0M | 2.3% | |
| T. Rowe Price Growth Stock I | Other securities | — | — | $1.0M | 2.3% | |
| Vanguard Small Capital Value Index | Mutual Funds | — | — | $984K | 2.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $861K | 1.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $812K | 1.8% | |
| MFS Total Return Bond Fund R6 | Mutual Funds | — | — | $748K | 1.7% | |
| BlackRock Strategic Income Opportunities Portfolio | Other securities | — | — | $712K | 1.6% | |
| MFS Emerging Markets Debt Fund | Mutual Funds | — | — | $700K | 1.6% | |
| Vanguard Total Bond Market IX | Mutual Funds | — | — | $697K | 1.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $658K | 1.5% | |
| WisdomTree U.S. Quality Dividend Growth Fund | Other securities | — | — | $620K | 1.4% | |
| iShares MSCI Intl Quality Factor | Other securities | — | — | $557K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $555K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $530K | 1.2% | |
| American Century Small Cap | Other securities | — | — | $517K | 1.2% | |
| Seafarer Funds Seafarer Overseas Growth and Income Fund | Other securities | — | — | $512K | 1.1% | |
| PGIM Investments PGIM High Yield Fund | Other securities | — | — | $508K | 1.1% | |
| WCM Investment Management WCM Focused International Growth Instl | Other securities | — | — | $465K | 1.0% | |
| iShares MSCI EAFE Value | Other securities | — | — | $458K | 1.0% | |
| Touchstone Sands Capital Emerging Markets Growth Fund | Other securities | — | — | $435K | 1.0% | |
| Oakmark International Small Cap | Other securities | — | — | $414K | 0.9% | |
| JP Morgan US Research Enhanced Equity | Other securities | — | — | $411K | 0.9% | |
| Artisan Partners Artisan International Small-Mid Fund | Other securities | — | — | $407K | 0.9% | |
| Vanguard Mid Capital Value Index | Mutual Funds | — | — | $387K | 0.9% | |
| Vanguard Mid Capital Index | Mutual Funds | — | — | $385K | 0.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $384K | 0.9% | |
| Touchstone Small Cap Value Institutional | Other securities | — | — | $365K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $363K | 0.8% | |
| Meridian Small Cap Growth Institutional | Other securities | — | — | $353K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $329K | 0.7% | |
| Vanguard High Yield Corp | Mutual Funds | — | — | $295K | 0.7% | |
| Vanguard Emerging Market Index | Mutual Funds | — | — | $238K | 0.5% | |
| Pzena Emerging Markets Value | Other securities | — | — | $235K | 0.5% | |
| T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $229K | 0.5% | |
| Vanguard Value Index | Mutual Funds | — | — | $228K | 0.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $192K | 0.4% | |
| Vanguard Mid Capital GR Index | Mutual Funds | — | — | $186K | 0.4% | |
| Vanguard Small Capital Growth Index | Mutual Funds | — | — | $158K | 0.4% |
