Alexis Bridgeforth signed Carlin Group Holdco's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlin Group Holdco's EIN is 83-2787864.
Download the official 2024 Form 5500 (PDF) for Carlin Group Holdco from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlin Group Holdco'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORD KEEPER | $6K | — |
| ASCENSUS LLC | 11-3665754 | — | ADMINISTRATOR | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $4.7M | 26.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 10.6% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $1.5M | 8.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 6.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $768K | 4.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $713K | 4.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $634K | 3.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $608K | 3.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $599K | 3.4% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $533K | 3.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $512K | 2.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $474K | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $470K | 2.7% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $306K | 1.8% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $264K | 1.5% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $253K | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $247K | 1.4% | |
| NUVEEN GLOBAL INFRASTRUCTURE I | Registered Investment Companies | — | — | $183K | 1.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $178K | 1.0% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $152K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $138K | 0.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $135K | 0.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $123K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $103K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $98K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $69K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $61K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $48K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $35K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 0.2% | |
| FIDELITY ADVISOR HEALTH CARE Z | Registered Investment Companies | — | — | $26K | 0.1% | |
| ALS REAL RETURN R6 | Registered Investment Companies | — | — | $26K | 0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $18K | 0.1% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $15K | <0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $14K | <0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $13K | <0.1% | |
| VAN COMM STRATEGY ADMIRAL | Registered Investment Companies | — | — | $10K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $9K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $9K | <0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2K | <0.1% | |
| METLIFE GAC-255053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
