LORI Grigg signed Carrington Holding Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrington Holding Company, LLC's EIN is 75-2703422.
Download the official 2024 Form 5500 (PDF) for Carrington Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carrington Holding Company, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $84K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Investments Target Retirement 2035 N/R | Mutual Funds | — | — | $15.3M | 11.9% | |
| Vanguard Investments Target Retirement 2040 N/R | Mutual Funds | — | — | $15.2M | 11.8% | |
| Vanguard Investments Target Retirement 2045 N/R | Mutual Funds | — | — | $15.1M | 11.8% | |
| Vanguard Investments Target Retirement 2050 N/R | Mutual Funds | — | — | $13.0M | 10.1% | |
| Vanguard Investments Target Retirement 2030 N/R | Mutual Funds | — | — | $13.0M | 10.1% | |
| Harbor Capital Appreciation CIT Class R N/R | Common Collective Trusts | — | — | $10.4M | 8.1% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $10.4M | 8.1% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $10.2M | 7.9% | |
| Vanguard Investments Target Retirement 2055 N/R | Mutual Funds | — | — | $8.3M | 6.5% | |
| Vanguard Investments Target Retirement 2025 N/R | Mutual Funds | — | — | $5.5M | 4.3% | |
| Vanguard Investments Target Retirement 2060 N/R | Mutual Funds | — | — | $4.2M | 3.3% | |
| Participant loans Interest rates ranging from: 4.25% - 9.50%; maturing $0 | Bonds / Notes | — | — | $3.5M | 2.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 597 | Common Collective Trust | — | — | $1.8M | 1.4% | |
| Vanguard Investments Target Retirement 2020 N/R | Mutual Funds | — | — | $1.6M | 1.2% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Northern Trust Extended Equity Market Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Principal Funds SmallCap Growth Fund N/R | Other securities | — | — | $1.3M | 1.0% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.0M | 0.8% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $993K | 0.8% | |
| Vanguard Investments Target Retirement 2065 N/R | Mutual Funds | — | — | $937K | 0.7% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $646K | 0.5% | |
| Allspring Special Small Cap Value Fund N/R | Other securities | — | — | $644K | 0.5% | |
| Vanguard Investments Target Retirement Income Fund N/R | Mutual Funds | — | — | $544K | 0.4% | |
| Northern Trust All Country World Investable Market Index Fund N/R | Common Collective Trusts | — | — | $457K | 0.4% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $457K | 0.4% | |
| Northern Trust Aggregate Bond Index Fund N/R | Common Collective Trusts | — | — | $280K | 0.2% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $280K | 0.2% | |
| Vanguard Investments Target Retirement 2070 N/R | Mutual Funds | — | — | $130K | 0.1% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
