Priscila Mattingly signed FC Compassus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FC Compassus, LLC's EIN is 47-2468370.
Download the official 2024 Form 5500 (PDF) for FC Compassus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FC Compassus, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $472K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MURFEE JAMES T |
| 41-9747171 |
| — |
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MURFEE MEADOWS INC | — | BIRMINGHAM, AL | THIRD PARTY ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $20.4M | 12.0% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $18.6M | 11.0% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $16.9M | 9.9% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $16.8M | 9.9% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $14.3M | 8.4% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $12.2M | 7.2% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $12.1M | 7.1% | |
| Voya Fixed Account | Other securities | — | — | $6.9M | 4.1% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $6.7M | 4.0% | |
| American Funds Growth Fnd Amer R6 | Mutual Funds | — | — | $4.5M | 2.6% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $4.0M | 2.4% | |
| American Funds Intl Grwth & Inc R6 | Mutual Funds | — | — | $3.1M | 1.8% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $2.7M | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $2.7M | 1.6% | |
| American Funds Wash Mutual Inv R6 | Mutual Funds | — | — | $2.6M | 1.5% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $2.4M | 1.4% | |
| Vanguard LifeStrat Growth Fd Inv | Mutual Funds | — | — | $2.3M | 1.4% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $2.3M | 1.4% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $2.2M | 1.3% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $2.0M | 1.2% | |
| Vanguard Tot Intl Bnd Ind Fd Adm | Mutual Funds | — | — | $1.9M | 1.1% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $1.9M | 1.1% | |
| Columbia Glbl Tech Grwth Fd I3 Registered Investment Company | Common Stocks | — | — | $1.8M | 1.0% | |
| JP Morgan Equity Income Fund R6 | Other securities | — | — | $1.7M | 1.0% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $1.6M | 0.9% | |
| Vanguard Sm-Cap Val Index Fnd Adm | Mutual Funds | — | — | $1.4M | 0.8% | |
| Vanguard High-Yld Corporate Fnd Adm | Mutual Funds | — | — | $1.1M | 0.7% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $1.1M | 0.6% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | Common Stocks | — | — | $1.0M | 0.6% | |
| JP Morgan Small Cap Growth Fund R6 | Other securities | — | — | $1.0M | 0.6% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $881K | 0.5% | |
| Vanguard LifeStrat Mod Grwth Fd Inv | Mutual Funds | — | — | $881K | 0.5% | |
| CORE PLUS BOND FUND II - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $771K | 0.5% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | Common Stocks | — | — | $679K | 0.4% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $667K | 0.4% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv | Mutual Funds | — | — | $577K | 0.3% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | Common Stocks | — | — | $577K | 0.3% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $517K | 0.3% | |
| Voya Gov Money Mkt Fnd A | Cash / Money Market | — | — | $447K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fd R6 | Other securities | — | — | $302K | 0.2% | |
| Vanguard Energy Index Fund Adm | Common Collective Trusts | — | — | $275K | 0.2% | |
| Black Rock Hlth Sci Opport Prt K | Other securities | — | — | $257K | 0.2% | |
| Vanguard LifeStrat Income Fd Inv | Mutual Funds | — | — | $104K | <0.1% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company | Common Stocks | — | — | $104K | <0.1% | |
| Notes receivable from participants 4.25% - 8.50% | Bonds / Notes | — | — | $24K | <0.1% | |
| Participant Loans Rates: 4.25% to 8.50% | Bonds / Notes | — | — | $24K | <0.1% | |
| American Funds 2070 R6 | Mutual Funds | — | — | $1K | <0.1% |
