Joanne Santomauro signed Ancillare LP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ancillare LP's EIN is 46-1964878.
Download the official 2022 Form 5500 (PDF) for Ancillare LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ancillare LP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund R6 Shares | Other securities | — | — | $515K | 16.3% | |
| Goldman Sachs Financial Sq Govt Fund Instl Class-465 | Other securities | — | — | $459K | 14.5% | |
| Vanguard 500 Index Fund Adm Class | Common Collective Trusts | — | — | $453K | 14.3% | |
| Fidelity Applied Finance Select Fund I Shares | Mutual Funds | — | — | $416K | 13.2% | |
| Federated Hermes Total Return Bond Fund Service Class-288 | Other securities | — | — | $331K | 10.5% | |
| Goldman Sachs Goldman Sachs Gpg Partners Intl Opport Instl Shares | Other securities | — | — | $98K | 3.1% | |
| Vanguard Mid Cap Index Fund Adm Class | Common Collective Trusts | — | — | $90K | 2.9% | |
| JPMorgan Mid Cap Growth Fund R6 Shares | Other securities | — | — | $60K | 1.9% | |
| T Rowe Price T Rowe Price Retirement I 2025 Fund I Class | Mutual Funds | — | — | $54K | 1.7% | |
| GQG Partnrs GQG Partners Emerging Markets Equity Fund Instl Shares | Other securities | — | — | $52K | 1.6% | |
| Nationwide Geneva Small Cap Growth Fund Instl Class | Other securities | — | — | $35K | 1.1% | |
| Vanguard Small Cap Index Fund Adm Class | Common Collective Trusts | — | — | $34K | 1.1% | |
| Vanguard Developed Markets Index Fund Adm Class | Common Collective Trusts | — | — | $32K | 1.0% | |
| Vanguard Small Cap Value Index Fund Adm Class | Common Collective Trusts | — | — | $32K | 1.0% | |
| T Rowe Price T Rowe Price Retirement I 2055 Fund I Class | Mutual Funds | — | — | $29K | 0.9% | |
| T Rowe Price T Rowe Price Retirement I 2050 Fund I Class | Mutual Funds | — | — | $24K | 0.8% | |
| T Rowe Price T Rowe Price Retirement I 2040 Fund I Class | Mutual Funds | — | — | $20K | 0.6% | |
| Goldman Sachs Financial Sq Treasury Fund Instl Class-506 | Other securities | — | — | $19K | 0.6% | |
| T Rowe Price T Rowe Price Retirement I 2045 Fund I Class | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard Total Bond Market Index Fund Adm Shares | Common Collective Trusts | — | — | $11K | 0.4% | |
| T Rowe Price T Rowe Price Retirement I 2035 Fund I Class | Mutual Funds | — | — | $10K | 0.3% | |
| T Rowe Price T Rowe Price Retirement I 2060 Fund I Class | Mutual Funds | — | — | $9K | 0.3% | |
| Fuller & Thater Behavioral Med Cap R6 963 Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | Mutual Funds | — | — | $9K | 0.3% | |
| T Rowe Price T Rowe Price Retirement I 2010 Fund I Class | Mutual Funds | — | — | $6K | 0.2% | |
| Goldman Sachs Goldman Sachs Intl Sm Cap Insight Fund R6 Shares | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
