Mary Winter signed EOS Investors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EOS Investors LLC's EIN is 81-5200280.
Download the official 2024 Form 5500 (PDF) for EOS Investors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EOS Investors 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | TPA | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $3.4M | 12.8% | |
| American Funds 2035 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $3.2M | 11.9% | |
| American Funds 2040 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $3.0M | 11.2% | |
| Vanguard 500 Index Admiral Class Fund " | Common Collective Trusts | — | — | $2.7M | 10.3% | |
| American Funds 2045 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $2.7M | 10.1% | |
| American Funds 2030 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $2.2M | 8.2% | |
| American Funds 2025 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $2.0M | 7.5% | |
| American Funds 2020 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $1.2M | 4.4% | |
| American Funds 2055 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $1.2M | 4.3% | |
| American Funds 2060 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $1.1M | 4.3% | |
| JPMorgan Large Cap Growth Class R6 Fund " | Other securities | — | — | $936K | 3.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $528K | 2.0% | |
| Vanguard Mid Cap Index Admiral Shares Fund " | Mutual Funds | — | — | $456K | 1.7% | |
| Lincoln NY Stable Value Account - Lygpa Guaranteed insurance contract | Stable Value | — | — | $398K | 1.5% | |
| Vanguard Small Cap Index Admiral Shares Fund " | Mutual Funds | — | — | $340K | 1.3% | |
| Vanguard Total International Stock Index Admiral Shares Fund " | Mutual Funds | — | — | $257K | 1.0% | |
| Neuberger Berman Large Cap Value Class R6 Fund " | Other securities | — | — | $174K | 0.7% | |
| MFS Mid Cap Value Class R6 Fund " | Mutual Funds | — | — | $120K | 0.5% | |
| Janus Henderson Enterprise Class N Fund " | Mutual Funds | — | — | $115K | 0.4% | |
| American Funds Europacific Growth Class R6 Fund Mutual fund | Mutual Funds | — | — | $114K | 0.4% | |
| Fidelity Small Cap Growth K6 Fund " | Mutual Funds | — | — | $104K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Shares Fund " | Mutual Funds | — | — | $103K | 0.4% | |
| American Funds 2015 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $59K | 0.2% | |
| Allspring Special Small Cap Value Fund " | Other securities | — | — | $36K | 0.1% | |
| MassMutual Total Return Bond Class I Fund " | Other securities | — | — | $27K | 0.1% | |
| American Funds 2010 Target Date Retirement Class R6 Fund " | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | KINGSTON, NH | ACCOUNTING | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | CHICAGO, IL | FINANCIAL SERVICE | $165 | — |
