Brian Holland signed Three Lower Counties Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Three Lower Counties Community's EIN is 52-1860379.
Download the official 2024 Form 5500 (PDF) for Three Lower Counties Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Three Lower Counties Community's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $5.0M | 14.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 9.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.9M | 8.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 6.9% | |
| CALVERT EQUITY FUND I | Registered Investment Companies | — | — | $1.6M | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 4.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 3.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 2.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 2.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $930K | 2.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $842K | 2.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $819K | 2.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $808K | 2.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $754K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $752K | 2.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $732K | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $707K | 2.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $620K | 1.7% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $591K | 1.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $575K | 1.6% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $543K | 1.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $543K | 1.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $400K | 1.1% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $326K | 0.9% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $325K | 0.9% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $300K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $296K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $295K | 0.8% | |
| AC INFLATION ADJ BOND R6 17 REGISTERED INVESTMENT COMPANY BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $282K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $275K | 0.8% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $273K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $270K | 0.8% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $269K | 0.8% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $220K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $186K | 0.5% | |
| PGIM GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $172K | 0.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $151K | 0.4% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $137K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $131K | 0.4% | |
| DAVIS FINANCIAL Y | Registered Investment Companies | — | — | $96K | 0.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $80K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $76K | 0.2% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $52K | 0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $51K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $55K |
| — |
