Meredith Griffin signed Carousel Development & Restora's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carousel Development & Restora's EIN is 59-2025370.
Download the official 2024 Form 5500 (PDF) for Carousel Development & Restora from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carousel Development & Restora's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | PALM HARBOR, FL |
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 | |||||
|---|---|---|---|---|---|---|
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $521K | 12.8% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $419K | 10.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $342K | 8.4% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $285K | 7.0% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $261K | 6.4% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $249K | 6.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $215K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $171K | 4.2% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $104K | 2.6% | |
| VOYA CORPORATE LEADERS 100 R | Registered Investment Companies | — | — | $85K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $79K | 1.9% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $72K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $70K | 1.7% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $53K | 1.3% | |
| MAC SCIENCE AND TECH R | Registered Investment Companies | — | — | $53K | 1.3% | |
| PUTNAM ASSET ALLOC GRTH R | Registered Investment Companies | — | — | $50K | 1.2% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $49K | 1.2% | |
| PUTNAM ASSET ALLOC BAL R | Registered Investment Companies | — | — | $48K | 1.2% | |
| JPMORGAN GOVT BD FD - R2 | Registered Investment Companies | — | — | $47K | 1.2% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $43K | 1.1% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $39K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $27K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $20K | 0.5% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $18K | 0.4% | |
| FIDELITY ADV VALUE STRATEGY M | Registered Investment Companies | — | — | $9K | 0.2% | |
| JANUS HENDERSON ENTERPRISE - R | Registered Investment Companies | — | — | $8K | 0.2% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $6K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $5K | 0.1% | |
| PUTNAM ASSET ALLOC CONS R | Registered Investment Companies | — | — | $3K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
