Barbara Collins signed Salisbury House, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salisbury House, LLC's EIN is 52-2085789.
Download the official 2024 Form 5500 (PDF) for Salisbury House, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salisbury House, 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 | $146K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $54K |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RET BLEND 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $7.0M | 11.2% | |
| TRP RET BLEND 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $6.7M | 10.7% | |
| TRP RET BLEND 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $6.5M | 10.3% | |
| TRP RET BLEND 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $6.3M | 10.0% | |
| TRP RET BLEND 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $5.4M | 8.5% | |
| TRP RET BLEND 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $4.7M | 7.4% | |
| TRP RET BLEND 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.7M | 5.9% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.7% | |
| TRP RET BLEND 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| TRP RET BLEND 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| INVESCO INTL DIV Y | Registered Investment Companies | — | — | $941K | 1.5% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $851K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $847K | 1.3% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $788K | 1.3% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $715K | 1.1% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $679K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $669K | 1.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $633K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $611K | 1.0% | |
| TRP RET BLEND 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $600K | 1.0% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $400K | 0.6% | |
| TRP RET BLEND 2010 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $116K | 0.2% | |
| TRP RET BLEND 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $46K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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