Clifton R. Herndon II signed Third Security, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Third Security, LLC's EIN is 54-1923091.
Download the official 2024 Form 5500 (PDF) for Third Security, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Third Security, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SouthernSun Small Cap Fund I | Other securities | — | — | $2.9M | 15.4% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 13.4% | |
| T. Rowe Price Blue Chip Growth Fund R | Other securities | — | — | $2.1M | 11.5% | |
| American Funds New Perspective Fund A | Mutual Funds | — | — | $1.3M | 6.9% | |
| T. Rowe Price Retirement 2030 Fund R | Other securities | — | — | $827K | 4.5% | |
| T. Rowe Price Retirement 2040 Fund R | Other securities | — | — | $798K | 4.3% | |
| American Funds American Balanced Fund A | Mutual Funds | — | — | $783K | 4.2% | |
| Artisan International Value Investors Fund | Other securities | — | — | $756K | 4.1% | |
| Calvert Equity Fund A | Other securities | — | — | $742K | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $660K | 3.6% | |
| American Funds Fundamental Investors Fund R3 | Mutual Funds | — | — | $651K | 3.5% | |
| American Century Heritage Fund A | Other securities | — | — | $505K | 2.7% | |
| MFS Value Fund R4 | Mutual Funds | — | — | $480K | 2.6% | |
| Baron Asset Fund | Other securities | — | — | $475K | 2.6% | |
| Fidelity Advisor Capital & Income Fund M | Mutual Funds | — | — | $441K | 2.4% | |
| American Century Equity Growth Fund A | Other securities | — | — | $436K | 2.4% | |
| Allspring Special Mid Cap Value Fund Admin | Other securities | — | — | $410K | 2.2% | |
| Baron Growth Fund Retail Shares | Other securities | — | — | $382K | 2.1% | |
| T. Rowe Price Retirement 2050 Fund R | Other securities | — | — | $291K | 1.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $208K | 1.1% | |
| Allspring Emerging Markets Equity Fund A | Other securities | — | — | $158K | 0.8% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $151K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund R | Other securities | — | — | $148K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund R | Other securities | — | — | $117K | 0.6% | |
| T. Rowe Price Retirement 2035 Fund R | Other securities | — | — | $116K | 0.6% | |
| T. Rowe Price Retirement 2055 Fund R | Other securities | — | — | $82K | 0.4% | |
| T. Rowe Price Retirement 2025 Fund R | Other securities | — | — | $58K | 0.3% | |
| Federated Hermes Total Return Bond Fund SS | Other securities | — | — | $44K | 0.2% | |
| T. Rowe Price Retirement 2045 Fund R | Other securities | — | — | $16K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund R | Other securities | — | — | $16K | <0.1% | |
| MFS International New Discovery Fund R3 | Mutual Funds | — | — | $8K | <0.1% | |
| SouthernSun US Equity Fund I | Other securities | — | — | $6K | <0.1% | |
| Lord Abbett Short Duration Income Fund R5 | Mutual Funds | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
