Andrea Marion signed Vorto Operations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vorto Operations LLC's EIN is 85-4188478.
Download the official 2024 Form 5500 (PDF) for Vorto Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vorto Operations LLC'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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.1M | 19.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $670K | 12.2% | |
| AMERFUNDS 2015 TARG DATERET R6 36 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $506K | 9.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $298K | 5.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $269K | 4.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 4.9% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $204K | 3.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $180K | 3.3% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $179K | 3.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $170K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $164K | 3.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $137K | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $137K | 2.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $115K | 2.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $97K | 1.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $73K | 1.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $62K | 1.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $46K | 0.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $39K | 0.7% | |
| FID ADV FOCUSED EMERGING MKT Z | Registered Investment Companies | — | — | $25K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $13K | 0.2% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $5K | <0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP SPEC CON ALLOC I | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID ADV INTL SMALL CAP FUND Z | Registered Investment Companies | — | — | $2K | <0.1% | |
| TRO SPECTRUM MOD ALLOC I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
