Craig White signed EBCI Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EBCI Holdings, LLC's EIN is 86-2405972.
Download the official 2024 Form 5500 (PDF) for EBCI Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EBCI Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | SERVICE PROVIDER | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2040 Advisor Class | Mutual Funds | — | — | $5.7M | 13.3% | |
| Vanguard Mutual Fund - Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $5.2M | 12.1% | |
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2030 Advisor Class | Mutual Funds | — | — | $4.1M | 9.5% | |
| Fully benefit-responsive contracts - * Lincoln National Life Insurance Company Lincoln Guaranteed Account Group Annuity Contract | Common Stocks | — | — | $3.9M | 9.2% | |
| Pioneer Mutual Fund - Pioneer Fundamental Growth Class Y | Other securities | — | — | $3.9M | 9.1% | |
| Franklin Mutual Fund - Franklin Equity Income Class A | Mutual Funds | — | — | $2.2M | 5.1% | |
| Baron Mutual Fund - Baron International Growth Retail Shares | Other securities | — | — | $2.2M | 5.0% | |
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2050 Advisor Class | Mutual Funds | — | — | $2.1M | 5.0% | |
| Pioneer Mutual Fund - Pioneer Bond Class Y | Other securities | — | — | $1.8M | 4.2% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50% with maturities through December 27, 2029 - | Bonds / Notes | — | — | $1.7M | 3.9% | |
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2060 Advisor Class | Mutual Funds | — | — | $1.4M | 3.3% | |
| John Hancock Mutual Fund - John Hancock Funds Disciplined Value Mid Cap Class A | Other securities | — | — | $1.4M | 3.3% | |
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2020 Advisor Class | Mutual Funds | — | — | $1.3M | 3.0% | |
| JP Morgan Chase Mutual Fund - JPMorgan Mid Cap Growth Class A | Other securities | — | — | $1.1M | 2.6% | |
| Eaton Vance Mutual Fund - Eaton Vance Income Of Boston Class A | Other securities | — | — | $975K | 2.3% | |
| Franklin Mutual Fund - Franklin Small Cap Value Class A | Mutual Funds | — | — | $941K | 2.2% | |
| AllianceBerstien Mutual Fund - AB Bond Small Cap Growth Class I | Other securities | — | — | $899K | 2.1% | |
| Invesco Mutual Fund - Invesco Developing Markets | Mutual Funds | — | — | $691K | 1.6% | |
| Invesco Mutual Fund - Invesco International Small Mid Company | Mutual Funds | — | — | $421K | 1.0% | |
| Parnassus Mutual Fund - Parnassus Core Equity Institutional Shares | Other securities | — | — | $256K | 0.6% | |
| Vanguard Mutual Fund - Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $167K | 0.4% | |
| Cohen & Steers Mutual Fund - Cohen & Steers Realty Shares Class Z | Other securities | — | — | $120K | 0.3% | |
| Vanguard Mutual Fund - Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $115K | 0.3% | |
| T. Rowe Price Mutual Fund - T Rowe Price Retirement 2010 Advisor Class | Mutual Funds | — | — | $85K | 0.2% | |
| Vanguard Mutual Fund - Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $77K | 0.2% | |
| Vanguard Mutual Fund - Vanguard Total Bond Market index Admiral | Mutual Funds | — | — | $70K | 0.2% | |
| AllianceBerstien Mutual Fund - AB Bond Inflation Strategy Advisor Class | Other securities | — | — | $56K | 0.1% | |
| Goldman Sachs Mutual Fund - Goldman Sachs International Small Cap Insights Class A | Other securities | — | — | $24K | <0.1% | |
| LINCOLN PATHBUILDER INCOME FUND LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $23K | <0.1% | |
| MFS Mutual Fund - MFS Conservative Allocation Class R3 | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | 61-1064249 | — | AUDITOR FEES | $23K | — |
| PYA, P.C. | 62-1517792 | — | AUDITOR FEE | $13K | — |
