JO ANN Santangelo signed Perennial Services Holdco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perennial Services Holdco, LLC's EIN is 88-4040386.
Download the official 2024 Form 5500 (PDF) for Perennial Services Holdco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perennial Services Holdco, LLC'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 | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $87K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.0M | 12.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.8M | 12.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.2M | 9.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 8.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.9M | 8.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 6.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 5.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 4.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $905K | 3.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $893K | 3.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $652K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $548K | 2.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $463K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $324K | 1.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $314K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $276K | 1.2% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $246K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $174K | 0.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $162K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $155K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $147K | 0.6% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $107K | 0.5% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $99K | 0.4% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $93K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $87K | 0.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $45K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $37K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $24K | 0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
