Allison Brecher signed Service Direct Landscape LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Direct Landscape LLC's EIN is 80-0844444.
Download the official 2024 Form 5500 (PDF) for Service Direct Landscape LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Direct Landscape LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2 Matrix Trust Company DFA Select Hedge Global ** 171 3 Matrix Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $86K | 17.7% | |
| 17 Matrix Trust Company Vanguard Target Retirement 2040 | Mutual Funds | — | — | $72K | 14.8% | |
| 18 Matrix Trust Company Vanguard Target Retirement 2045 | Mutual Funds | — | — | $67K | 13.8% | |
| 15 Matrix Trust Company Vanguard Target Retirement 2030 | Mutual Funds | — | — | $38K | 7.7% | |
| 16 Matrix Trust Company Vanguard Target Retirement 2035 | Mutual Funds | — | — | $37K | 7.5% | |
| 20 Matrix Trust Company Vanguard Target Retirement 2055 | Mutual Funds | — | — | $35K | 7.2% | |
| 22 Matrix Trust Company Vanguard Target Retirement 2065 | Mutual Funds | — | — | $28K | 5.7% | |
| 13 Matrix Trust Company Vanguard Target Retirement 2020 ** 408 14 Matrix Trust Company Vanguard Target Retirement 2025 | Mutual Funds | — | — | $24K | 5.0% | |
| 19 Matrix Trust Company Vanguard Target Retirement 2050 | Mutual Funds | — | — | $20K | 4.1% | |
| 6 Matrix Trust Company Fidelity LargeCap Growth Index | Mutual Funds | — | — | $17K | 3.5% | |
| 21 Matrix Trust Company Vanguard Target Retirement 2060 | Mutual Funds | — | — | $16K | 3.3% | |
| 12 Matrix Trust Company Vanguard Target Retirement | Mutual Funds | — | — | $14K | 3.0% | |
| 8 Matrix Trust Company Fidelity MidCap Index | Mutual Funds | — | — | $8K | 1.6% | |
| 9 Matrix Trust Company Fidelity Real Estate Index | Mutual Funds | — | — | $6K | 1.3% | |
| 23 Matrix Trust Company Vanguard Target Retirement 2070 | Mutual Funds | — | — | $4K | 0.9% | |
| 5 Matrix Trust Company Fidelity International Index | Mutual Funds | — | — | $4K | 0.8% | |
| 7 Matrix Trust Company Fidelity LargeCap Value Index | Mutual Funds | — | — | $2K | 0.4% | |
| 4 Matrix Trust Company Fidelity Emerging Markets Index | Mutual Funds | — | — | $2K | 0.4% | |
| 10 Matrix Trust Company Fidelity SmallCap Index ** 777 11 Matrix Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
