Hannah O'SULlivan signed Vitalsource Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitalsource Technologies LLC's EIN is 74-2719099.
Download the official 2024 Form 5500 (PDF) for Vitalsource Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitalsource Technologies 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 | — | RECORDKEEPER | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.6M | 16.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.3M | 13.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.2M | 11.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.2M | 11.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.5M | 9.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.4M | 7.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.2M | 6.9% | |
| Vanguard Extended Market Index Admiral Fund | Mutual Funds | — | — | $1.8M | 3.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $1.4M | 3.1% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $972K | 2.1% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $938K | 2.0% | |
| Hartford Growth Opportunities Fund R6 | Other securities | — | — | $685K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $633K | 1.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $362K | 0.8% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $264K | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $244K | 0.5% | |
| PGIM QS Small-Cap Value Fund | Other securities | — | — | $226K | 0.5% | |
| Met West Total Return Bond Plan Fund | Other securities | — | — | $184K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $182K | 0.4% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $177K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $175K | 0.4% | |
| NYL Anchor Account | Other securities | — | — | $134K | 0.3% | |
| RELIANCE TRST NY LIFE ANCHOR-SER I- NEW YORK LIFE (NOT INSURANCE FUND) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $134K | 0.3% | |
| AllianceBernstein Discovery Value Fund Z | Other securities | — | — | $100K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $54K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
