Matthew Shire signed Conductor LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conductor LLC's EIN is 82-4655424.
Download the official 2024 Form 5500 (PDF) for Conductor LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conductor LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.9M | 27.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.6M | 17.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 11.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 8.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 8.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $633K | 4.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $530K | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $381K | 2.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $248K | 1.7% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $247K | 1.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $203K | 1.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $184K | 1.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $161K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $139K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $129K | 0.9% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $121K | 0.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $102K | 0.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $62K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $61K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $50K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $49K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $40K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $40K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $25K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $21K | 0.1% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
