Vonachen Group, Inc.'s EIN is 82-3661800.
Download the official 2024 Form 5500 (PDF) for Vonachen Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vonachen Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.7M | 19.7% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $1.3M | 14.6% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $865K | 10.1% | |
| American Funds Cap World Growth and Income R6 | Mutual Funds | — | — | $770K | 9.0% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $742K | 8.6% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $634K | 7.4% | |
| T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $536K | 6.2% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $510K | 5.9% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $329K | 3.8% | |
| T. Rowe Price TCW Metwest Total Return | Other securities | — | — | $316K | 3.7% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $265K | 3.1% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $249K | 2.9% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $213K | 2.5% | |
| Between January 2025 to October 2029 - | Other securities | — | — | $138K | 1.6% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $24K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RECORDKEEPER |
| $12K |
| — |
