Claudia Cawley signed Plusone Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plusone Company's EIN is 90-0529580.
Download the official 2024 Form 5500 (PDF) for Plusone Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plusone Company'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & CAWLEY FINANCIAL | — | LAS VEGAS, NV | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential PGIM Balanced Fund Class R6 | Other securities | — | — | $446K | 22.5% | |
| Vanguard Index Tr Lrg Cap Vipers ETF | Mutual Funds | — | — | $364K | 18.4% | |
| Vanguard Info Tech ETF | Mutual Funds | — | — | $248K | 12.5% | |
| Morgan Stanley Morgan Stanley Inst Growth Fund Class I | Other securities | — | — | $201K | 10.2% | |
| Vanguard Index Tr Mid Cap Vipers ETF | Mutual Funds | — | — | $156K | 7.9% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $120K | 6.1% | |
| Vanguard Target Retirement 2040 732 Vanguard Target Retirement 2050 98 * TDAmeritrade TD Bank Instl MMDA FTCIMA | Mutual Funds | — | — | $111K | 5.6% | |
| participant account balances. Maturities from 2025 to 2028. | Other securities | — | — | $81K | 4.1% | |
| Vanguard Index FDS Smll Cp Vipers ETF | Mutual Funds | — | — | $73K | 3.7% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $56K | 2.8% | |
| Vanguard Utilities ETF | Mutual Funds | — | — | $49K | 2.5% | |
| Vanguard BD Index Fd Inc Total Bnd Mrkt | Mutual Funds | — | — | $22K | 1.1% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $21K | 1.1% | |
| State Street SPDR S&P 600 Small Cap 253 Vanguard BD Index Fd Inc Intermed Term | Mutual Funds | — | — | $10K | 0.5% | |
| Vanguard Total Intl Stock ETF | Mutual Funds | — | — | $9K | 0.5% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $5K | 0.3% | |
| Vanguard Index FDS REIT ETF | Mutual Funds | — | — | $3K | 0.2% | |
| Vanguard FTSE All-world EX-US ETF | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
