Chloe McHale signed Litmos US, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Litmos US, L.P.'s EIN is 88-2785820.
Download the official 2024 Form 5500 (PDF) for Litmos US, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Litmos US, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 17.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 15.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $997K | 12.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $964K | 12.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $667K | 8.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $588K | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $572K | 7.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $359K | 4.5% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $302K | 3.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $158K | 2.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $105K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $88K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $67K | 0.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $62K | 0.8% | |
| VAN TARG RETIRE 2070 61 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $58K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $54K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $52K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $44K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $24K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $21K | 0.3% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $9K | 0.1% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
