Lynn McElhaney signed Core4ce, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Core4ce, LLC's EIN is 45-3079311.
Download the official 2024 Form 5500 (PDF) for Core4ce, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core4ce, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price Bl Chip Gr I Fd | Registered Investment Companies | — | — | $3.8M | 9.4% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | — | $3.4M | 8.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Registered Investment Companies | — | — | $3.4M | 8.5% | |
| PGIM Total Ret Bond R6 Fd | Registered Investment Companies | — | — | $3.2M | 8.0% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | — | $3.0M | 7.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Registered Investment Companies | — | — | $2.9M | 7.4% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | — | $2.3M | 5.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | — | $2.3M | 5.7% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Registered Investment Companies | — | — | $1.6M | 3.9% | |
| PIMCO REAL RETURN INSTL FUND | Registered Investment Companies | — | — | $1.5M | 3.8% | |
| MFS Intl Diversification R6 Fd | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| PIMCO Income Institutional Fd | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| Participant Loans | Participant loans | — | — | $1.2M | 2.9% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $1.1M | 2.7% | |
| Fidelity Mid Cp Index Fund | Registered Investment Companies | — | — | $913K | 2.3% | |
| Fidelity Sm Cap Index Fund | Registered Investment Companies | — | — | $829K | 2.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | — | $717K | 1.8% | |
| Fidelity US Bond Index Fund | Registered Investment Companies | — | — | $691K | 1.7% | |
| ClearBridge Sm Cp Gr IS Fund | Registered Investment Companies | — | — | $674K | 1.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Registered Investment Companies | — | — | $614K | 1.5% | |
| Fidelity International Idx Fd | Registered Investment Companies | — | — | $538K | 1.3% | |
| DFA US Targeted Value I Fund | Registered Investment Companies | — | — | $465K | 1.2% | |
| FIDELITY 500 INDEX FUND | Registered Investment Companies | — | — | $408K | 1.0% | |
| Carillon Eagle MidCaGwth R6 Fd | Registered Investment Companies | — | — | $317K | 0.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | — | $227K | 0.6% | |
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | — | $117K | 0.3% | |
| Vanguard Equity-Inc Adm Fund | Registered Investment Companies | — | — | $74K | 0.2% | |
| American Centur Mid-Cap Val R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $29K | — |
