Mary Latimer signed VSA Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VSA Partners, LLC's EIN is 84-4132430.
Download the official 2024 Form 5500 (PDF) for VSA Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VSA Partners, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2035 Fund N/R | Mutual Funds | — | — | $3.1M | 11.8% | |
| Institutional Premium Class * Fidelity Freedom Index 2045 Fund N/R | Mutual Funds | — | — | $2.6M | 9.9% | |
| Institutional Premium Class Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.2M | 8.3% | |
| Shares JPMorgan Large Cap Growth Class R6 N/R | Other securities | — | — | $1.8M | 6.8% | |
| American Funds American Funds The New Economy N/R | Mutual Funds | — | — | $1.8M | 6.6% | |
| Fund Class R-6 * Fidelity Freedom Index 2040 Fund N/R | Mutual Funds | — | — | $1.6M | 6.0% | |
| Institutional Premium Class * Fidelity Freedom Index 2050 Fund N/R | Mutual Funds | — | — | $1.4M | 5.4% | |
| Fully Benefit-Responsive Investment Contract Prudential Retirement Guaranteed income fund N/R | Other securities | — | — | $1.2M | 4.4% | |
| Institutional Premium Class Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.1M | 4.2% | |
| Shares Vanguard Value Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.1M | 4.2% | |
| Shares * Fidelity Freedom Index 2025 Fund N/R | Mutual Funds | — | — | $1.0M | 3.8% | |
| Institutional Premium Class * Fidelity Freedom Index 2030 Fund N/R | Mutual Funds | — | — | $901K | 3.4% | |
| Institutional Premium Class * Fidelity Freedom Index 2055 Fund N/R | Mutual Funds | — | — | $858K | 3.2% | |
| Institutional Premium Class Carillon Eagle Carillon Eagle Mid Cap Growth Fund N/R | Other securities | — | — | $721K | 2.7% | |
| Class R6 Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $683K | 2.6% | |
| Admiral Shares JPMorgan Emerging Markets Equity N/R | Other securities | — | — | $672K | 2.5% | |
| Fund Class R6 MFS International Growth Class R6 N/R | Mutual Funds | — | — | $671K | 2.5% | |
| T. Rowe Price T Rowe Price Capital Appreciation N/R | Mutual Funds | — | — | $511K | 1.9% | |
| Fund MFS Massachusetts Investors Trust N/R | Mutual Funds | — | — | $487K | 1.8% | |
| JPMorgan Mid Cap Value Fund Class L N/R | Other securities | — | — | $423K | 1.6% | |
| Franklin Templeton Franklin Small Cap Growth Fund Class N/R | Mutual Funds | — | — | $347K | 1.3% | |
| R6 * Fidelity Freedom Index 2060 Fund N/R | Mutual Funds | — | — | $288K | 1.1% | |
| Institutional Premium Class Invesco Global Fund Class R6 N/R | Mutual Funds | — | — | $246K | 0.9% | |
| Vanguard Small-Cap Growth Index N/R | Mutual Funds | — | — | $236K | 0.9% | |
| Fund Admiral Shares Vanguard Intermediate Term Bond N/R | Mutual Funds | — | — | $175K | 0.7% | |
| Index Fund Admiral Shares * Fidelity Total Bond K6 Fund N/R | Common Collective Trusts | — | — | $147K | 0.6% | |
| Insurance and Annuity Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $81K | 0.3% | |
| Fidelity Freedom Index 2065 Fund N/R | Mutual Funds | — | — | $46K | 0.2% | |
| Institutional Premium Class American Funds American Funds American Balanced N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fund Class R-6 * Fidelity Freedom Index Income Fund N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Investor Class * Fidelity Freedom Index 2010 Fund N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Institutional Premium Class * Fidelity Freedom Index 2015 Fund N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
