Mark Holland signed Access VG LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access VG LLC's EIN is 87-0432299.
Download the official 2024 Form 5500 (PDF) for Access VG LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access VG 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Oakmark Equity & Income Fund Investor | Other securities | — | — | $2.9M | 22.0% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $2.0M | 15.0% | |
| The American Funds American Funds Amer Bal R6 Fund | Mutual Funds | — | — | $1.4M | 10.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.0M | 7.7% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $870K | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $832K | 6.4% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $793K | 6.1% | |
| PIMCO Funds PIMCO Total Return Instl Fund | Mutual Funds | — | — | $636K | 4.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I Fund | Mutual Funds | — | — | $390K | 3.0% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $385K | 2.9% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $357K | 2.7% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $276K | 2.1% | |
| Vanguard Group Vanguard Developing Markets Index Admiral Fund | Mutual Funds | — | — | $262K | 2.0% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $133K | 1.0% | |
| PGIM Investments PGIM Jennison Natural Resources Z Fund | Other securities | — | — | $127K | 1.0% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $124K | 0.9% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $100K | 0.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $94K | 0.7% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $89K | 0.7% | |
| (E) | Other securities | — | — | $84K | 0.6% | |
| American Century Investments American Century SC GR R6 Fund | Other securities | — | — | $84K | 0.6% | |
| JP Morgan Funds Undisc Mgrs Behav Value R6 Fund | Other securities | — | — | $82K | 0.6% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $77K | 0.6% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $43K | 0.3% | |
| PGIM Investments PGIM Global RE Z Fund | Other securities | — | — | $40K | 0.3% | |
| Principal Life Insurance Company Principal Diversified International SA-Z | Common Stocks | — | — | $6K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5K | <0.1% | |
| Victory Funds Victory Integrity Mid Cap Val R6 | Other securities | — | — | $2K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
