Heart + PAW, LLC's EIN is 83-0931227.
Download the official 2023 Form 5500 (PDF) for Heart + PAW, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Heart + PAW, LLC's plan includes 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual Funds | Mutual Funds | — | — | $1.0M | 17.4% | |
| Vanguard Target Retirement 2045 Mutual Funds | Mutual Funds | — | — | $875K | 14.6% | |
| Vanguard Target Retirement 2050 Mutual Funds | Mutual Funds | — | — | $772K | 12.9% | |
| Vanguard Target Retirement 2060 Mutual Funds | Mutual Funds | — | — | $603K | 10.1% | |
| Vanguard Target Retirement 2030 Mutual Funds | Mutual Funds | — | — | $436K | 7.3% | |
| Vanguard Target Retirement 2040 Mutual Funds | Mutual Funds | — | — | $428K | 7.2% | |
| Vanguard Target Retirement 2035 Mutual Funds | Mutual Funds | — | — | $403K | 6.7% | |
| Principal SmallCap Value Mutual Funds ** 781 * Vanguard 500 Index Mutual Funds | Common Collective Trusts | — | — | $267K | 4.5% | |
| Vanguard Target Retirement 2065 Mutual Funds | Mutual Funds | — | — | $262K | 4.4% | |
| Vanguard Target Retirement 2025 Mutual Funds | Mutual Funds | — | — | $255K | 4.3% | |
| Cash Non-Interest Bearing Cash | Cash / Money Market | — | — | $179K | 3.0% | |
| Vanguard Target Retirement Income Mutual Funds | Mutual Funds | — | — | $123K | 2.1% | |
| JPMorgan Large Cap Growth Mutual Funds | Other securities | — | — | $101K | 1.7% | |
| Vanguard Federal Money Market Inv Interest Bearing Cash | Mutual Funds | — | — | $52K | 0.9% | |
| Vanguard Total Bond Market Index Mutual Funds | Mutual Funds | — | — | $28K | 0.5% | |
| Voya Intermediate Bond Mutual Funds | Other securities | — | — | $23K | 0.4% | |
| Vanguard Total Intl Stock Index Mutual Funds | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard Mid-Cap Value Index Mutual Funds | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Small-Cap Index Mutual Funds | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Strategic Small-Cap Equity Mutual Funds | Mutual Funds | — | — | $15K | 0.2% | |
| American Funds Washington Mutual Funds | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds New World Mutual Funds | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Target Retirement 2020 Mutual Funds | Mutual Funds | — | — | $7K | 0.1% | |
| JPMorgan Equity Income Mutual Funds | Other securities | — | — | $6K | 0.1% | |
| Participant Loans Bearing interest at 5.75%-9.50% - | Bonds / Notes | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Funds | Mutual Funds | — | — | $5K | <0.1% | |
| Lord Abbett High Yield Mutual Funds ** 942 MFS Mid Cap Growth Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Inflation-Protected Sec Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| American Century Real Estate Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Columbia Balanced Mutual Funds ** 370 Goldman Sachs Inernational Equity Insights Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
