Deerfield Agency LLC's EIN is 47-3931876.
Download the official 2024 Form 5500 (PDF) for Deerfield Agency LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deerfield Agency LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC. | — | CLEVELAND, OH | INVESTMENT ADVISOR | $14K |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSLECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $2.2M | 21.9% | |
| Vanguard 500 Index Admiral Fund " | Common Collective Trusts | — | — | $1.3M | 12.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $947K | 9.3% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $568K | 5.5% | |
| American Funds Capital World Growth/Income R6 Fund " | Mutual Funds | — | — | $541K | 5.3% | |
| American Funds Washington Mutual R6 Fund " | Mutual Funds | — | — | $524K | 5.1% | |
| American Funds Fundamental Investors R6 Fund " ** 96 American Funds Growth Fund of America R6 Fund " | Mutual Funds | — | — | $476K | 4.7% | |
| Vanguard Growth Index Admiral Fund " | Mutual Funds | — | — | $462K | 4.5% | |
| Vanguard Total Bond Market Index Admiral Fund " | Mutual Funds | — | — | $437K | 4.3% | |
| Vanguard Total International Stock Index Admiral Fund " | Mutual Funds | — | — | $287K | 2.8% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $274K | 2.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $263K | 2.6% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $202K | 2.0% | |
| Massmutual Blue Chip Growth I Fund " | Other securities | — | — | $181K | 1.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $179K | 1.7% | |
| General Account Guaranteed account | Other securities | — | — | $168K | 1.6% | |
| Vanguard Small Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $131K | 1.3% | |
| American Funds Europacific Growth R6 Fund " | Mutual Funds | — | — | $126K | 1.2% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $122K | 1.2% | |
| Vanguard Value Index Admiral Fund " | Mutual Funds | — | — | $109K | 1.1% | |
| Vanguard Mid Cap Index Fund Admiral " | Common Collective Trusts | — | — | $105K | 1.0% | |
| Vanguard Small Cap Index Admiral Fund " | Mutual Funds | — | — | $88K | 0.9% | |
| Participant loans (7.25% - 10.00%) - | Bonds / Notes | — | — | $84K | 0.8% | |
| American Funds American Balanced R6 Fund Mutual fund | Mutual Funds | — | — | $84K | 0.8% | |
| Vanguard Mid-Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $81K | 0.8% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $46K | 0.5% | |
| INDEXSELECT MODERATE RITIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $42K | 0.4% | |
| American Funds Bond Fund of America R6 Fund " | Mutual Funds | — | — | $28K | 0.3% | |
| American Funds American Mutual R6 Fund " | Mutual Funds | — | — | $26K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $25K | 0.2% | |
| DFA Emerging Markets I Fund " | Mutual Funds | — | — | $25K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $18K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Fund " | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral Fund " | Mutual Funds | — | — | $15K | 0.1% | |
| Massmutual Total Return Bond I Fund " | Other securities | — | — | $13K | 0.1% | |
| American Funds Investment Company of America R6 Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $985 | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $23 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EQUITY SERVICES INC | — | MONTPELIER, VT | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE VALLEY RETIREMENT INC | — | RIDLEY PARK, PA | CONTRACT ADMIN | $4K | — |
| ERISA SERVICES OF GEORGIA LLC | — | KNOXVILLE, TN | CONTRACT ADMIN | $850 | — |
