Anthony M Ward ESQ. signed Activus Connect LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Activus Connect LLC's EIN is 83-1917754.
Download the official 2024 Form 5500 (PDF) for Activus Connect LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Activus Connect LLC's plan includes profit-sharing, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2045 FUND | Mutual Funds | — | — | $64K | 22.1% | |
| Vanguard TARGET RETIREMENT 2035 FUND | Mutual Funds | — | — | $46K | 15.8% | |
| Vanguard TARGET RETIREMENT 2040 FUND | Mutual Funds | — | — | $39K | 13.2% | |
| Vanguard TARGET RETIREMENT 2060 FUND | Mutual Funds | — | — | $28K | 9.5% | |
| Vanguard TARGET RETIREMENT 2050 FUND | Mutual Funds | — | — | $27K | 9.1% | |
| Vanguard TARGET RETIREMENT 2055 FUND | Mutual Funds | — | — | $24K | 8.2% | |
| Vanguard TARGET RETIREMENT INCOME FUND 629 Vanguard TARGET RETIREMENT 2015 FUND 151 Vanguard TARGET RETIREMENT 2025 FUND | Mutual Funds | — | — | $18K | 6.3% | |
| Vanguard TARGET RETIREMENT 2030 FUND | Mutual Funds | — | — | $15K | 5.2% | |
| Vanguard SMALL-CAP INDEX FUND ADMIRAL SHARES 250 Vanguard 500 INDEX FUND ADMIRAL SHARES | Common Collective Trusts | — | — | $4K | 1.3% | |
| Vanguard TARGET RETIREMENT 2065 FUND | Mutual Funds | — | — | $4K | 1.3% | |
| Notes receivable from participants (Interest rate of 4.25%, collaterized by participants loans maturing through April 2026) | Bonds / Notes | — | — | $4K | 1.2% | |
| Vanguard INDUSTRIALS INDEX FUND ADMIRAL SHARES 19 Vanguard MID-CAP INDEX FUND ADMIRAL SHARES 188 Vanguard GROWTH INDEX FUND ADMIRAL SHARES | Common Collective Trusts | — | — | $2K | 0.9% | |
| Vanguard SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES 59 Vanguard MID-CAP GROWTH INDEX FUND ADMIRAL SHARES 324 Vanguard MATERIALS INDEX FUND ADMIRAL SHARES 104 Vanguard INFORMATION TECHNOLOGY INDEX FUND ADMIRAL SHARES | Common Collective Trusts | — | — | $2K | 0.8% | |
| Vanguard INTERNATIONAL GROWTH FUND ADMIRAL SHARES | Mutual Funds | — | — | $2K | 0.5% | |
| Vanguard LIFESTRATEGY GROWTH FUND INVESTOR SHARES 27 Vanguard BALANCED INDEX FUND ADMIRAL SHARES 137 Vanguard WELLESLEY INCOME ADMIRAL | Common Collective Trusts | — | — | $1K | 0.5% | |
| Registered investment companies Vanguard FEDERAL MONEY MARKET FUND INVESTOR SHARES | Mutual Funds | — | — | $1K | 0.4% | |
| Vanguard TARGET RETIREMENT 2020 FUND | Mutual Funds | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
