Dineen Ehrenberg signed Vaniam Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vaniam Group LLC's EIN is 45-2994562.
Download the official 2024 Form 5500 (PDF) for Vaniam Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vaniam Group 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 | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.9M | 21.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.8M | 17.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $4.2M | 15.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.2M | 11.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.3M | 8.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 6.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 4.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $708K | 2.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $563K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $528K | 1.9% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $498K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $366K | 1.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $359K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $162K | 0.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $122K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $105K | 0.4% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $105K | 0.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $76K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $69K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $68K | 0.2% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $56K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $43K | 0.2% | |
| PRINCIPAL EQUITY INC - INSTL | Registered Investment Companies | — | — | $14K | <0.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE INC | 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.
| 36-3194849 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $54K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
