Deval Life Cycle Support, LLC's EIN is 82-1461489.
Download the official 2024 Form 5500 (PDF) for Deval Life Cycle Support, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deval Life Cycle Support, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NA NA | — | ASTON, PA | CONTRACT ADMIN | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES/UNITS * AMERICAN FUNDS 2030 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $65K | $1.1M | 18.9% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $61K | $921K | 15.5% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $51K | $682K | 11.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $37K | $654K | 11.0% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $20K | $372K | 6.3% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $14K | $297K | 5.0% | |
| MONEY MARKET FUND * AMERICAN FUNDS US GOVERNMENT MMKT Class R-5E | Mutual Funds | — | $295K | $295K | 5.0% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $22K | $262K | 4.4% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $9K | $231K | 3.9% | |
| FIDELITY 500 INDEX 836 | Common Collective Trusts | — | — | $171K | 2.9% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND Class R-5E | Mutual Funds | — | $7K | $122K | 2.1% | |
| with maturities through 2029 | Other securities | — | — | $121K | 2.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $6K | $119K | 2.0% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $6K | $116K | 2.0% | |
| VANGUARD VALUE INDEX - ADMIRAL | Mutual Funds | — | $1K | $70K | 1.2% | |
| FIDELITY ADVISOR GROWTH OPPORTUNITIES Z 342 | Mutual Funds | — | — | $69K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH Class R-5E | Mutual Funds | — | $1K | $57K | 1.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL Class R-5E 753 | Mutual Funds | — | — | $46K | 0.8% | |
| AMERICAN FUNDS SMALLCAP WORLD Class R-5E 557 | Mutual Funds | — | — | $38K | 0.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRALVBTLX | Mutual Funds | — | $4K | $36K | 0.6% | |
| WESTERN ASSET CORE BOND IS | Other securities | — | $3K | $35K | 0.6% | |
| FRANKLIN GOLD & PRECIOUS METALS ADV | Mutual Funds | — | $2K | $33K | 0.6% | |
| AMERICAN FUNDS NEW WORLD Class R-5E 376 | Mutual Funds | — | — | $29K | 0.5% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $1K | $16K | 0.3% | |
| AMERICAN FUNDS GROWTH AND INC PORT Class R-5E 343 | Mutual Funds | — | — | $7K | 0.1% | |
| AMERICAN FUNDS US GOVERNMENT MMKT Class R-5E | Mutual Funds | — | $4K | $4K | <0.1% | |
| JANUS HENDERSON BALANCED N 87 | Mutual Funds | — | — | $4K | <0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL Class R-5E 34 | Mutual Funds | — | — | $2K | <0.1% | |
| BLACKROCK SUSTAINABLE BALANCED INSTL 44 | Other securities | — | — | $1K | <0.1% | |
| PGIM TOTAL RETURN BOND R6 84 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
