Shirley Horner signed Dr. Squatch, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dr. Squatch, LLC's EIN is 88-0775520.
Download the official 2024 Form 5500 (PDF) for Dr. Squatch, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dr. Squatch, 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 | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 25.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.5M | 18.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $897K | 11.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $557K | 7.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $337K | 4.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $318K | 4.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $302K | 3.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $283K | 3.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $280K | 3.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $277K | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $167K | 2.1% | |
| VAN TARGET RETIRE 2020 712 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $140K | 1.8% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $116K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $94K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $91K | 1.2% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $80K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $59K | 0.8% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $51K | 0.7% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $41K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $37K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $27K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $27K | 0.3% | |
| INVESCO BALRISK CMDTY STRAT R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $16K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $11K | 0.1% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $8K | 0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
