Wesley Laporte signed Happy Delivery LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Happy Delivery LLC's EIN is 87-1780449.
Download the official 2024 Form 5500 (PDF) for Happy Delivery LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Happy Delivery 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX ADM Mutual Fund | Common Collective Trusts | — | — | $255K | 48.4% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM Mutual Fund | Mutual Funds | — | — | $155K | 29.3% | |
| VANGUARD SMALL CAP GROWTH IND ADM Mutual Fund 7 VANGUARD SMALL CAP INDEX ADM Mutual Fund 7 VANGUARD SMALL CAP VALUE INDEX ADM Mutual Fund 10 VANGUARD TOTAL BOND MARKET INDEX ADM Mutual Fund | Mutual Funds | — | — | $47K | 8.8% | |
| VANGUARD MID-CAP GROWTH INDEX ADM Mutual Fund 3 VANGUARD MID-CAP VALUE INDEX ADM Mutual Fund 3 VANGUARD MID-CAP INDEX ADM Mutual Fund 3 VANGUARD REAL ESTATE INDEX ADM Mutual Fund | Mutual Funds | — | — | $44K | 8.3% | |
| VANGUARD TOTAL INTL BOND INDEX ADM Mutual Fund | Mutual Funds | — | — | $20K | 3.9% | |
| Transferred Late to Contributions Corrected Outside Pending VFCP and PTE Year Plan Not Corrected VFCP Correction in VFCP 2002-51 2024 5,832 - | Other securities | — | — | $6K | 1.1% | |
| VANGUARD SHORT-TERM BOND INDEX ADM Mutual Fund 3 VANGUARD SHORT-TERM INFLATION PROT SEC ADM Mutual Fund | Mutual Funds | — | — | $2K | 0.5% | |
| VANGUARD VALUE INDEX ADM Mutual Fund 10 VANGUARD FEDERAL MONEY MARKET Money Market Account | Mutual Funds | — | — | $2K | 0.3% | |
| DFA INTERNATIONAL VALUE I Mutual Fund 10 NUVEEN CORE IMPACT BOND FUND RET Mutual Fund 3 VANGUARD 500 INDEX ADM Mutual Fund | U.S. Treasuries | — | — | $1K | 0.2% | |
| Loans * PARTICIPANT NOTES RECEIVABLE Interest Rate 9.50% | Bonds / Notes | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
