Kevin Emerson signed Intercoastal Mortgage, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intercoastal Mortgage, LLC's EIN is 52-1597440.
Download the official 2024 Form 5500 (PDF) for Intercoastal Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intercoastal Mortgage, 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 82-5320133 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
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 2035 | Registered Investment Companies | — | — | $1.7M | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.5M | 9.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 9.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.0M | 6.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $956K | 6.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $748K | 5.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $722K | 4.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $691K | 4.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $615K | 4.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $375K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $333K | 2.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $333K | 2.2% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $325K | 2.2% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $305K | 2.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $253K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $196K | 1.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $168K | 1.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $154K | 1.0% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $67K | 0.4% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $60K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $48K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 45-1135289 | — | ACCOUNTANT | $10K | — |
