Vanessa Marzilli signed Cap Diagnostics LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cap Diagnostics LLC's EIN is 45-3194060.
Download the official 2023 Form 5500 (PDF) for Cap Diagnostics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cap Diagnostics 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 | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.2M | 22.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.1M | 20.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $940K | 17.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $666K | 12.6% | |
| BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $570K | 10.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $205K | 3.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $183K | 3.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $177K | 3.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $51K | 1.0% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $32K | 0.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $31K | 0.6% | |
| BLACKROCK LIFEPATH 2060 K 531 REGISTERED INVESTMENT COMPANY AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $29K | 0.5% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $23K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $20K | 0.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $16K | 0.3% | |
| BLACKROCK LIFEPATH 2030 FUND K 171 REGISTERED INVESTMENT COMPANY VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $15K | 0.3% | |
| COL SEL MID CAP VALUE I2 | Registered Investment Companies | — | — | $12K | 0.2% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| GGT FID AM CP FI CIT U WILMINGTON TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $11K |
| — |
