Maribel Alonso signed O'NEILL & Borges LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'NEILL & Borges LLC's EIN is 66-0242235.
Download the official 2023 Form 5500 (PDF) for O'NEILL & Borges LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)O'NEILL & Borges LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE / RK FEES | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instit | Mutual Funds | — | — | $14.1M | 21.5% | |
| Vanguard Total Stock Market Index | Mutual Funds | — | — | $9.2M | 14.1% | |
| Vanguard Target Retirement 2035 Fun | Mutual Funds | — | — | $6.6M | 10.1% | |
| Vanguard Target Retirement 2040 Fun | Mutual Funds | — | — | $6.4M | 9.7% | |
| Vanguard Target Retirement 2025 Fun | Mutual Funds | — | — | $5.2M | 7.9% | |
| Vanguard Target Retirement 2030 Fun | Mutual Funds | — | — | $4.8M | 7.4% | |
| Time Deposit Time Deposit Open Account Banco Pop | Other securities | — | — | $4.5M | 6.8% | |
| Vanguard Short Term Treasury Admira | Mutual Funds | — | — | $2.3M | 3.6% | |
| Vanguard Total International Stock | Mutual Funds | — | — | $2.0M | 3.1% | |
| Vanguard Total Bond Market Index-Ad | Mutual Funds | — | — | $1.9M | 3.0% | |
| Vanguard Target Retirement 2045 Fun | Mutual Funds | — | — | $1.9M | 2.9% | |
| Vanguard Target Retirement 2050 Fun | Mutual Funds | — | — | $1.7M | 2.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.5M | 2.2% | |
| Vanguard Target Retirement 2055 Fun | Mutual Funds | — | — | $1.2M | 1.8% | |
| Money Market Vanguard Federal Money Market Fund | Mutual Funds | — | — | $645K | 1.0% | |
| Vanguard Short-Term Investment-Grad | Mutual Funds | — | — | $632K | 1.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $261K | 0.4% | |
| Vanguard Developed Markets Index Fu | Mutual Funds | — | — | $209K | 0.3% | |
| Vanguard Target Retirement 2060 Fun | Mutual Funds | — | — | $141K | 0.2% | |
| Vanguard Target Retirement 2020 Fun | Mutual Funds | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
