Seth Larner signed Apderm Management, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apderm Management, LLC.'s EIN is 82-2649012.
Download the official 2024 Form 5500 (PDF) for Apderm Management, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apderm Management, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $63K | — |
| COMPASS 360, LLC | 81-1939215 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.8M | 12.1% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $3.6M | 9.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $3.5M | 9.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.3M | 8.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.5M | 6.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $2.2M | 5.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $2.0M | 5.1% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $1.6M | 4.2% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.4M | 3.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.3M | 3.3% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Dvlp Mrkts Indx Admrl | Mutual Funds | — | — | $1.1M | 2.8% | |
| TRANSAMERICA STABLE VALUE CORE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $961K | 2.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $865K | 2.2% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $835K | 2.1% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $795K | 2.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $657K | 1.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $588K | 1.5% | |
| JPMorgan Strategic Income Opps R5 | Other securities | — | — | $538K | 1.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $537K | 1.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $533K | 1.4% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $496K | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $483K | 1.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $429K | 1.1% | |
| Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $304K | 0.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $304K | 0.8% | |
| Doubleline Total Return N | Other securities | — | — | $235K | 0.6% | |
| Loan Fund 4.25% - 10.50 % | Bonds / Notes | — | — | $185K | 0.5% | |
| various dates through November 2029, collaterlized by * Participant Loans participant's vested account balance. | Participant loans | — | — | $185K | 0.5% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THAYER PARTNERS LLC |
| 45-3965574 |
| — |
| INVESTMENT ADVISORY - PL |
| $30K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELSTEIN & COMPANY LLP | 04-2442519 | — | AUDIT | $15K | — |
| EAG NEW ENGLAND LLC | 99-2277914 | — | AUDIT | $3K | — |
| KAHN LITWIN RENZA & CO LTD | 05-0409389 | — | AUDIT | $2K | — |
