Sheri Kanellos signed Sourcehov Tax, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sourcehov Tax, LLC's EIN is 75-2010265.
Download the official 2025 Form 5500 (PDF) for Sourcehov Tax, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sourcehov Tax, 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 |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | — | MELVILLE, NY | TPA | $0 | — |
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CONTRACT · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.2M | 95.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 13.4% | |
| TIAA and CREF Lifecycle in 2040 Fund Index | Mutual Funds | — | — | $1.9M | 11.0% | |
| JP Morgan Chase & Co Large-Cap Growth Fund | Common Stocks | — | — | $1.6M | 9.6% | |
| TIAA and CREF Lifecycle in 2045 Fund Index | Mutual Funds | — | — | $1.4M | 8.0% | |
| TIAA and CREF Lifecycle in 2050 Fund Index | Mutual Funds | — | — | $1.3M | 7.3% | |
| TIAA and CREF Lifecycle in 2030 Fund Index | Mutual Funds | — | — | $1.0M | 6.1% | |
| TIAA and CREF Lifecycle in 2035 Fund Index | Mutual Funds | — | — | $1.0M | 6.0% | |
| TIAA and CREF Lifecycle in 2055 Fund Index | Mutual Funds | — | — | $989K | 5.8% | |
| TIAA and CREF Lifecycle in 2060 Fund Index | Mutual Funds | — | — | $735K | 4.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $637K | 3.7% | |
| TIAA and CREF Lifecycle in 2020 Fund Index | Mutual Funds | — | — | $520K | 3.1% | |
| TIAA and CREF Lifecycle in 2025 Fund Index | Mutual Funds | — | — | $461K | 2.7% | |
| Voya Retirement Ins & Annuity Co Fixed Account (4450) | Common Stocks | — | — | $435K | 2.6% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $346K | 2.0% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $302K | 1.8% | |
| Victory Capital Management Integrity Mid-Cap VI Fund | Other securities | — | — | $293K | 1.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $271K | 1.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $257K | 1.5% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $210K | 1.2% | |
| John Hancock Invest Mgmt Bond Fund | U.S. Treasuries | — | — | $207K | 1.2% | |
| 10.50%; maturities through 2030 -0- | Bonds / Notes | — | — | $149K | 0.9% | |
| Dimensional Fund Advisors DFA Real Estate | Mutual Funds | — | — | $138K | 0.8% | |
| TIAA and CREF Lifecycle in 2015 Fund Index | Mutual Funds | — | — | $67K | 0.4% | |
| Alliance Bernstein AB Small Cap Growth Port Z | Other securities | — | — | $62K | 0.4% | |
| TIAA and CREF Lifecycle in 2065 Fund Index | Mutual Funds | — | — | $56K | 0.3% | |
| Vanguard Small-Cap VI Index Fund | Common Collective Trusts | — | — | $51K | 0.3% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $36K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Port | Mutual Funds | — | — | $32K | 0.2% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $21K | 0.1% | |
| Prudential Financial PGIM Global Total Return R6 | Other securities | — | — | $20K | 0.1% | |
| Vanguard High-Yield Corp Fund | Mutual Funds | — | — | $14K | <0.1% |
