Daniel Woodward signed Vance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vance, LLC's EIN is 83-2841150.
Download the official 2024 Form 5500 (PDF) for Vance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vance, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $245K | 37.3% | |
| Nuveen Lifecycle Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $128K | 19.5% | |
| Nuveen Lifecycle Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $55K | 8.3% | |
| Nuveen Lifecycle Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $54K | 8.2% | |
| Nuveen Lifecycle Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $50K | 7.7% | |
| Nuveen Lifecycle Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $34K | 5.2% | |
| Nuveen Lifecycle Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $21K | 3.2% | |
| Vanguard Prime Money Market Fund Money Market Funds 900 Cash - noninterest bearing Cash | Mutual Funds | — | — | $20K | 3.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $18K | 2.7% | |
| Fidelity Large Cap Growth Idex Mutual Fund | Mutual Funds | — | — | $16K | 2.4% | |
| Fidelity Select Technology Portfolio Mutual Fund | Mutual Funds | — | — | $8K | 1.2% | |
| Nuveen Lifecycle Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $4K | 0.6% | |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
