Crystal Lanphier signed Finley Resources Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Finley Resources Inc.'s EIN is 75-2510032.
Download the official 2024 Form 5500 (PDF) for Finley Resources Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Finley Resources Inc.'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 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $6.7M | 29.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.2M | 18.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.7M | 7.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 7.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 7.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $799K | 3.5% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $739K | 3.3% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $709K | 3.1% | |
| FID DIVERSIFIED INTL K | Registered Investment Companies | — | — | $605K | 2.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $425K | 1.9% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $421K | 1.9% | |
| VAN TARG RETIRE 2065 60 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $412K | 1.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $401K | 1.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $340K | 1.5% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $338K | 1.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $282K | 1.3% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $280K | 1.2% | |
| LORD ABBETT TOTAL RETURN R6 | Registered Investment Companies | — | — | $211K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $207K | 0.9% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $168K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $41K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $17K | <0.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
