Carolina LORA signed Safepoint MGA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safepoint MGA, LLC's EIN is 46-2941255.
Download the official 2024 Form 5500 (PDF) for Safepoint MGA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safepoint MGA, 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 | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $927K | 12.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $919K | 12.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $617K | 8.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $604K | 8.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $566K | 7.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $517K | 6.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $421K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $348K | 4.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $337K | 4.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $327K | 4.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $310K | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $295K | 3.9% | |
| PGIM JENNISON GROWTH R6 | Registered Investment Companies | — | — | $193K | 2.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $144K | 1.9% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $134K | 1.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $126K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $117K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $115K | 1.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $95K | 1.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $89K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $75K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $63K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $38K | 0.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $38K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $22K |
| — |
