Cindy Rodriguez signed Vermont Public Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vermont Public Co.'s EIN is 85-2913577.
Download the official 2024 Form 5500 (PDF) for Vermont Public Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vermont Public Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.2M | 12.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 10.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.0M | 9.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $876K | 8.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $765K | 7.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $540K | 5.3% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $537K | 5.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $520K | 5.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $516K | 5.0% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $499K | 4.9% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $477K | 4.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $458K | 4.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $326K | 3.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $269K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $241K | 2.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $213K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $210K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $183K | 1.8% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $95K | 0.9% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $65K | 0.6% | |
| FID INTL SUSTAIN INDEX | Registered Investment Companies | — | — | $64K | 0.6% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $59K | 0.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $55K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
