AMY Mallon signed EMM Loans LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EMM Loans LLC's EIN is 54-2070914.
Download the official 2024 Form 5500 (PDF) for EMM Loans LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EMM Loans 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 | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES, | 45-3764090 | — |
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 2030 | Registered Investment Companies | — | — | $1.1M | 14.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $891K | 11.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $819K | 10.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $597K | 7.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $594K | 7.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $475K | 6.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $466K | 6.1% | |
| VANGUARD WELLESLEY INCOME-ADMR 305 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $359K | 4.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $308K | 4.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $155K | 2.0% | |
| COLUMBIA HIGH YIELD BOND - I3 422 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $145K | 1.9% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $133K | 1.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $131K | 1.7% | |
| BARON DISCOVERY FUND R6 | Registered Investment Companies | — | — | $131K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $106K | 1.4% | |
| V D&P REAL EST SECS CLASS R6 | Registered Investment Companies | — | — | $93K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $85K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $83K | 1.1% | |
| PUTNAM GLOBAL HEALTH CARE Y | Registered Investment Companies | — | — | $79K | 1.0% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $69K | 0.9% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $64K | 0.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $62K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $59K | 0.8% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $57K | 0.7% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $52K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $50K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $49K | 0.6% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $39K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $35K | 0.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $32K | 0.4% | |
| T ROWE PRICE FINANCIAL SERVICE | Registered Investment Companies | — | — | $24K | 0.3% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $19K | 0.2% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $19K | 0.2% | |
| PIMCO GNMA GOVTSECUR-INST | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMC STRAT ALLOC CONS - R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD TAX-MANAGED BAL ADM | Registered Investment Companies | — | — | $6K | <0.1% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $5K | <0.1% | |
| COLUMBIA CORPORATE INCOME - I3 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $9K |
| — |
