LISA Barbacci signed Thirty-One Gifts, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thirty-One Gifts, LLC's EIN is 87-0726627.
Download the official 2024 Form 5500 (PDF) for Thirty-One Gifts, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thirty-One Gifts, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2045 | Other securities | — | $1.8M | $1.9M | 16.1% | |
| VANG TARGET RET 2050 | Other securities | — | $1.7M | $1.9M | 15.7% | |
| VANG TARGET RET 2040 | Other securities | — | $1.2M | $1.3M | 10.8% | |
| FID MID CAP IDX | Common Collective Trusts | — | $794K | $873K | 7.2% | |
| HARBOR CAP APP INST | Other securities | — | $680K | $863K | 7.1% | |
| VANG TARGET RET 2030 | Other securities | — | $647K | $675K | 5.6% | |
| VANG TARGET RET 2055 | Other securities | — | $556K | $640K | 5.3% | |
| FID 500 INDEX | Common Collective Trusts | — | $461K | $631K | 5.2% | |
| VANG WELLINGTON ADM | Other securities | — | $407K | $416K | 3.4% | |
| VANG TARGET RET 2035 | Other securities | — | $364K | $380K | 3.1% | |
| DODGE & COX STOCK I | Mutual Funds | — | $296K | $368K | 3.0% | |
| FH UST CASH RSV IS | Cash / Money Market | — | $259K | $259K | 2.1% | |
| LOOMIS SM CP GRTH IS | Other securities | — | $245K | $252K | 2.1% | |
| VI SM-CAP VAL Y | Other securities | — | $292K | $243K | 2.0% | |
| VANG TARGET RET 2025 | Other securities | — | $196K | $191K | 1.6% | |
| DODGE & COX INCOME I | Mutual Funds | — | $164K | $159K | 1.3% | |
| VANG INFL PROT ADM | Other securities | — | $157K | $138K | 1.1% | |
| DODGE&COX INTL STK I | Mutual Funds | — | $122K | $136K | 1.1% | |
| I O INTL GROWTH Y | Other securities | — | $160K | $127K | 1.1% | |
| VANG TARGET RET 2020 | Other securities | — | $129K | $118K | 1.0% | |
| FH IS HIGH YLD BD IS | Other securities | — | $117K | $111K | 0.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $101K | 0.8% | |
| AS EMRG MKTS EQ R6 | Other securities | — | $111K | $93K | 0.8% | |
| VANG TARGET RET 2060 | Other securities | — | $57K | $66K | 0.5% | |
| VANG TARGET RET 2065 | Other securities | — | $36K | $40K | 0.3% | |
| VANG TARGET RET INC | Common Stocks | — | $38K | $38K | 0.3% | |
| VANG FTSE AW IDX ADM | Common Collective Trusts | — | $15K | $16K | 0.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
