Aimee Holguin signed 14 & V Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
14 & V Inc.'s EIN is 43-2060546.
Download the official 2022 Form 5500 (PDF) for 14 & V Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)14 & V Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | DRESHER, PA | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century One Choice 2055 Investment | Other securities | — | — | $216K | 17.7% | |
| Trillium P21 Global Equity Fund CI | Other securities | — | — | $111K | 9.1% | |
| BlackRock Global Allocation Institutional | Other securities | — | — | $101K | 8.3% | |
| Calvert Equity Fund A | Other securities | — | — | $100K | 8.2% | |
| American Century One Choice 2040 Investment | Other securities | — | — | $93K | 7.6% | |
| T.Rowe Price Health Sciences Fund | Other securities | — | — | $89K | 7.3% | |
| American Century One Choice 2045 Inv American Century 0 | Other securities | — | — | $77K | 6.3% | |
| Parnassus Funds Value Equity Investor Fund | Other securities | — | — | $67K | 5.5% | |
| American Century One Choice 2050 Investment | Other securities | — | — | $59K | 4.8% | |
| Vanguard Star Investor Fund | Mutual Funds | — | — | $29K | 2.4% | |
| American Century One Choice In Retirement Investor | Other securities | — | — | $29K | 2.4% | |
| American Century One Choice 2030 Inv American Century 0 | Other securities | — | — | $29K | 2.4% | |
| Amana Growth Fund | Other securities | — | — | $27K | 2.2% | |
| Calvert Global Energy Solutions A | Other securities | — | — | $27K | 2.2% | |
| Parnassus Funds Panassus Fund | Other securities | — | — | $24K | 2.0% | |
| American Century One Choice 2025 Investment | Other securities | — | — | $21K | 1.7% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $20K | 1.6% | |
| Calvert Core Bond A | Other securities | — | — | $18K | 1.5% | |
| Loans to participants, interest rates ranging from * Participant notes receivable 3.25% - 7.00%, various maturities. | Bonds / Notes | — | — | $15K | 1.3% | |
| American Century One Choice 2035 Inv American Century 0 | Other securities | — | — | $14K | 1.1% | |
| Impax High Yield Bond Fund ** 5 Parnassus Funds Core Equity Institutional | Other securities | — | — | $13K | 1.1% | |
| Appleseed Fund Appleseed Fund | Other securities | — | — | $11K | 0.9% | |
| American Funds U.S. Government Money Market | Mutual Funds | — | — | $8K | 0.7% | |
| Calvert Short Duration Income Fund | Other securities | — | — | $7K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $7K | 0.5% | |
| Parnassus Funds Mid Cap Fund | Other securities | — | — | $6K | 0.5% | |
| Parnassus Funds Fixed Income Fund | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
