Shirley Horner signed Etison, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Etison, LLC's EIN is 46-5223108.
Download the official 2024 Form 5500 (PDF) for Etison, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Etison, 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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.8M | 22.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $903K | 11.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $880K | 11.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $746K | 9.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $684K | 8.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $368K | 4.6% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $363K | 4.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $343K | 4.3% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $331K | 4.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $288K | 3.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $274K | 3.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $195K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $152K | 1.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $120K | 1.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $89K | 1.1% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $50K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $40K | 0.5% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $39K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $32K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $27K | 0.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $27K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $25K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $25K | 0.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $22K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $10K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $8K | <0.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
