Shawn MABE signed Angus BARN, Ltd., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Angus BARN, Ltd., LLC's EIN is 56-2163933.
Download the official 2024 Form 5500 (PDF) for Angus BARN, Ltd., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Angus BARN, Ltd., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 24-4411131 | — | TRUSTEE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK& TRUST COMPANY | 56-0223230 | — | ADMINISTRATOR | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.2M | 20.1% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.9M | 11.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.8M | 11.2% | |
| American Funds Balanced Class R6 | Mutual Funds | — | — | $1.6M | 9.9% | |
| Alliance Bernstein Large Cap Growth Class P-1 | Other securities | — | — | $1.4M | 9.0% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $794K | 4.9% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $726K | 4.5% | |
| Federated Hermes Government Obligations Fund | Other securities | — | — | $619K | 3.9% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $537K | 3.3% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $467K | 2.9% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $391K | 2.4% | |
| T. Rowe Price Retirement 2065 I 405 * Participant Loans** Interest Rates (4.25% - 10.50%) | Bonds / Notes | — | — | $376K | 2.3% | |
| Fidelity NASDAQ Composite Index | Mutual Funds | — | — | $312K | 1.9% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $303K | 1.9% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $258K | 1.6% | |
| Fidelity International Index | Mutual Funds | — | — | $251K | 1.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $248K | 1.5% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $199K | 1.2% | |
| Schwab Self-Direct Invest Fund V | Mutual Funds | — | — | $142K | 0.9% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $130K | 0.8% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $98K | 0.6% | |
| GOALVIEW CONSERVATIVE FUND INSTL BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 009 | Common Collective Trust | — | — | $80K | 0.5% | |
| T. Rowe Price Retirement 2015 I | Other securities | — | — | $48K | 0.3% | |
| GOALVIEW MODERATELY AGGRESSIVE FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 102 | Common Collective Trust | — | — | $29K | 0.2% | |
| T. Rowe Price Retirement 2005 I | Other securities | — | — | $19K | 0.1% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $13K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $12K | <0.1% | |
| Principal Real Estate Securities Class R6 | Other securities | — | — | $11K | <0.1% | |
| Schwab Self-Direct Cash Fund V | Mutual Funds | — | — | $10K | <0.1% | |
| GOALVIEW AGGRESSIVE FUND INSTL BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 103 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
