Edward Hackett signed Victor Community Support Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Victor Community Support Services, Inc.'s EIN is 43-1959837.
Download the official 2024 Form 5500 (PDF) for Victor Community Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Victor Community Support Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2030 K Fund - | Mutual Funds | — | — | $1.1M | 13.7% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $761K | 9.2% | |
| Vanguard BlackRock Lifepath Index 2055 K Fund | Mutual Funds | — | — | $741K | 9.0% | |
| BlackRock Lifepath Index 2035 K Fund | Other securities | — | — | $685K | 8.3% | |
| BlackRock Lifepath Index 2060 K Fund | Other securities | — | — | $682K | 8.3% | |
| BlackRock Lifepath Index 2050 K Fund | Other securities | — | — | $584K | 7.1% | |
| BlackRock Lifepath Index 2045 K Fund | Other securities | — | — | $434K | 5.3% | |
| BlackRock Lifepath Index Retirement K Fund | Other securities | — | — | $399K | 4.9% | |
| Vanguard BlackRock Lifepath Index 2040 K Fund | Mutual Funds | — | — | $356K | 4.3% | |
| JP Morgan Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $296K | 3.6% | |
| Vanguard JP Morgan Large Cap Growth R6 Fund | Mutual Funds | — | — | $262K | 3.2% | |
| Hartford Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $237K | 2.9% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $205K | 2.5% | |
| Vanguard Hartford Equity Income Y Fund | Mutual Funds | — | — | $186K | 2.3% | |
| MFS Vanguard Wellington Investor Fund | Mutual Funds | — | — | $173K | 2.1% | |
| Principal Trust Company General account - | Common Stocks | — | — | $173K | 2.1% | |
| Vanguard MFS International Diversification R6 Fund | Mutual Funds | — | — | $169K | 2.1% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $167K | 2.0% | |
| T. Rowe Price Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $150K | 1.8% | |
| JP Morgan JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $64K | 0.8% | |
| MFS T. Rowe Price Health Sciences Fund | Mutual Funds | — | — | $61K | 0.7% | |
| Columbia Funds MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $53K | 0.6% | |
| BlackRock Columbia Strategic Income I3 Fund | Other securities | — | — | $24K | 0.3% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights R6 Fund | Other securities | — | — | $8K | <0.1% | |
| Represents a permitted party-in-interest to the Plan as defined by ERISA. | Other securities | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| ROBERTSON STEPHENS | 82-2497219 | — | INVESTMENT ADVISORY | $8K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
