Jennifer Bailey signed US Fence Solutions Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Fence Solutions Company LLC's EIN is 81-2096208.
Download the official 2024 Form 5500 (PDF) for US Fence Solutions Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Fence Solutions 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $348K | 33.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $135K | 13.0% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $90K | 8.7% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $66K | 6.3% | |
| AMF AMCAP R6 | Registered Investment Companies | — | — | $63K | 6.1% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $58K | 5.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $57K | 5.5% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $53K | 5.1% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $46K | 4.4% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $36K | 3.4% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $29K | 2.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $17K | 1.6% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $8K | 0.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $6K | 0.6% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $5K | 0.5% | |
| CAUSEWAY INTERNATIONL VAL INTL | Registered Investment Companies | — | — | $3K | 0.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | 0.3% | |
| WESTERN ASSET CORE PLUS BD IS 797 REGISTERED INVESTMENT COMPANY MACQUARIE VALUE R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
