Shaun Snyder signed Groundworks Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Groundworks Operations, LLC's EIN is 81-2191541.
Download the official 2024 Form 5500 (PDF) for Groundworks Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Groundworks Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $8.2M | 13.1% | |
| Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $7.6M | 12.1% | |
| Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $7.0M | 11.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.2M | 10.0% | |
| Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $5.4M | 8.7% | |
| Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $4.5M | 7.3% | |
| Vanguard Growth Index Fd Adm | Mutual Funds | — | — | $3.7M | 5.9% | |
| Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $3.6M | 5.8% | |
| Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $2.8M | 4.5% | |
| with maturities of 1 to 10 years | Other securities | — | — | $1.8M | 2.9% | |
| Vanguard Info Tech Idx Admiral | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| Fidelity International Idx Fund | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| Vanguard Target Ret 2065 Fund | Mutual Funds | — | — | $1.2M | 2.0% | |
| Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $730K | 1.2% | |
| Vanguard Value Indx Fund Adm | Mutual Funds | — | — | $706K | 1.1% | |
| Fidelity Emerg Mkts Index Fund | Common Collective Trusts | — | — | $651K | 1.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $636K | 1.0% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $497K | 0.8% | |
| Similar Party Description of Investment Value Money Market Fund Vanguard Fed Money Market | Mutual Funds | — | — | $473K | 0.8% | |
| Vanguard Sm Cap Val Ind Adm | Mutual Funds | — | — | $452K | 0.7% | |
| Vanguard Small Growth Adm | Mutual Funds | — | — | $446K | 0.7% | |
| Vanguard Mid Cap Growth Ind Adm | Mutual Funds | — | — | $412K | 0.7% | |
| Vanguard ST Treasury Idx Adm | Common Collective Trusts | — | — | $285K | 0.5% | |
| Vanguard International Value | Mutual Funds | — | — | $238K | 0.4% | |
| Cohen & Steers Cohen & Steers Intl Realty | Other securities | — | — | $207K | 0.3% | |
| Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $173K | 0.3% | |
| Vanguard Target Ret Income Fund | Mutual Funds | — | — | $149K | 0.2% | |
| Vanguard Mid Cap Val Index Adm | Mutual Funds | — | — | $85K | 0.1% | |
| MFS International Growth Fund | Mutual Funds | — | — | $74K | 0.1% | |
| JP Morgan JP Morgan US Govt Mkt Cap CI | Mutual Funds | — | — | $58K | <0.1% | |
| PGIM Jennison PGIM Jennison Utility R6 | Other securities | — | — | $15K | <0.1% | |
| Vanguard Health Care Idx Adm | Common Collective Trusts | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
