Marcos Figueiredo signed Danforth Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Danforth Advisors, LLC's EIN is 45-3326309.
Download the official 2024 Form 5500 (PDF) for Danforth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Danforth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 15.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 9.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.0M | 7.8% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $986K | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $882K | 6.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $822K | 6.4% | |
| FID ADV SM CAP GROWTH Z | Registered Investment Companies | — | — | $742K | 5.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $675K | 5.3% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $533K | 4.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $440K | 3.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $430K | 3.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $405K | 3.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $389K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $382K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $343K | 2.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $340K | 2.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $302K | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $222K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $172K | 1.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $150K | 1.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $131K | 1.0% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $79K | 0.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $77K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $67K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $51K |
| — |
