Anthony M. Ward ESQ. signed CELL Staff LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CELL Staff LLC's EIN is 46-4652038.
Download the official 2024 Form 5500 (PDF) for CELL Staff LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CELL Staff 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | MANCHESTER, CT | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retirement R6 " | Mutual Funds | — | — | $966K | 19.0% | |
| American Funds 2050 Target Date Retirement R6 " | Mutual Funds | — | — | $712K | 14.0% | |
| American Funds 2055 Target Date Retirement R6 " | Mutual Funds | — | — | $599K | 11.8% | |
| American Funds 2040 Target Date Retirement R6 " | Mutual Funds | — | — | $422K | 8.3% | |
| American Funds New Persective Fund Class R6 Mutual Fund | Mutual Funds | — | — | $403K | 8.0% | |
| Fidelity Advisor Growth Opportunities Fund Class Z " | Mutual Funds | — | — | $347K | 6.8% | |
| American Funds 2030 Target Date Retirement R6 " | Mutual Funds | — | — | $271K | 5.3% | |
| iShares S&P 500 Index Fund Class K " | Common Collective Trusts | — | — | $228K | 4.5% | |
| American Funds 2035 Target Date Retirement R6 " | Mutual Funds | — | — | $211K | 4.2% | |
| American Funds 2045 Target Date Retirement R6 " | Mutual Funds | — | — | $176K | 3.5% | |
| American Funds 2025 Target Date Retirement R6 " | Mutual Funds | — | — | $122K | 2.4% | |
| Vanguard Info Technology Index Fund Adm " | Common Collective Trusts | — | — | $103K | 2.0% | |
| Metropolitan West Total Return Bond Fund Class I " | Other securities | — | — | $85K | 1.7% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market | Mutual Funds | — | — | $42K | 0.8% | |
| Vanguard Health Care Index Fund " | Common Collective Trusts | — | — | $40K | 0.8% | |
| Fidelity Select Energy Portfolio " 892 Fidelity Puritan Trust - Advisor Balanced Fund " | Mutual Funds | — | — | $40K | 0.8% | |
| Vanguard Developed Markets Index Fund " 514 American Funds 2020 Target Date Retirement R6 " | Common Collective Trusts | — | — | $33K | 0.6% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $31K | 0.6% | |
| American Funds 2065 Target Date Retirement R6 " | Mutual Funds | — | — | $28K | 0.6% | |
| Lord Abbett Fundamental Equity Fund R6 " | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $21K | 0.4% | |
| Vanguard Equity Income Fund " | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund " | Common Collective Trusts | — | — | $15K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Fund " | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shs " | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard International Growth Fund " | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Wellesley Income Fund Admiral Shares " | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund " | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
