Lacey Mocaby signed Holland Partner Group Operations, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holland Partner Group Operations, LLC's EIN is 90-0806782.
Download the official 2023 Form 5500 (PDF) for Holland Partner Group Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holland Partner Group Operations, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $10K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES FINANCIAL |
| — |
| SAINT PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $47K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | — | VANCOUVER, WA | TPA | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Registered investment company | Mutual Funds | — | — | $10.3M | 16.5% | |
| Vanguard Target Retirement 2050 Registered investment company | Mutual Funds | — | — | $8.5M | 13.7% | |
| Vanguard Target Retirement 2040 Registered investment company | Mutual Funds | — | — | $8.1M | 13.0% | |
| Vanguard Target Retirement 2030 Registered investment company | Mutual Funds | — | — | $6.9M | 11.2% | |
| Vanguard Target Retirement 2035 Registered investment company | Mutual Funds | — | — | $6.9M | 11.1% | |
| Vanguard Target Retirement 2055 Registered investment company | Mutual Funds | — | — | $5.9M | 9.5% | |
| Vanguard Target Retirement 2025 Registered investment company | Mutual Funds | — | — | $3.3M | 5.3% | |
| Vanguard Target Retirement 2020 Registered investment company | Mutual Funds | — | — | $3.2M | 5.2% | |
| Vanguard Target Retirement 2060 Registered investment company | Mutual Funds | — | — | $2.2M | 3.5% | |
| Fidelity 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| JOHN HANCOCK STABLE VALUE I6 FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $818K | 1.3% | |
| Vanguard Target Retirement 2065 Registered investment company | Mutual Funds | — | — | $431K | 0.7% | |
| maturing through March 2053 - | Other securities | — | — | $417K | 0.7% | |
| Vanguard Information Technology Index Fund Registered investment company | Common Collective Trusts | — | — | $410K | 0.7% | |
| Vanguard Growth Index Fund Registered investment company | Common Collective Trusts | — | — | $396K | 0.6% | |
| Vanguard Mid-Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $347K | 0.6% | |
| Fidelity Total Market Index Fund Registered investment company | Common Collective Trusts | — | — | $260K | 0.4% | |
| Fidelity International Index Registered investment company | Mutual Funds | — | — | $257K | 0.4% | |
| Invesco Gold & Special Minerals Fund Registered investment company | Mutual Funds | — | — | $193K | 0.3% | |
| PIMCO Income Fund Registered investment company | Mutual Funds | — | — | $189K | 0.3% | |
| Vanguard Target Retirement Income Registered investment company | Mutual Funds | — | — | $178K | 0.3% | |
| Dodge & Cox Income Fund Registered investment company | Mutual Funds | — | — | $148K | 0.2% | |
| Vanguard Windsor Fund Registered investment company | Mutual Funds | — | — | $134K | 0.2% | |
| DFA US Small Cap Fund Registered investment company | Mutual Funds | — | — | $109K | 0.2% | |
| Blackrock Global Allocation Registered investment company ** 822 * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $92K | 0.1% | |
| Vanguard International Growth Fund Registered investment company | Mutual Funds | — | — | $83K | 0.1% | |
| Vanguard Energy Fund Registered investment company | Mutual Funds | — | — | $77K | 0.1% | |
| New Perspective Fund Registered investment company | Common Stocks | — | — | $76K | 0.1% | |
| DFA International Value Fund Registered investment company | Mutual Funds | — | — | $69K | 0.1% | |
| New World Fund Registered investment company | Common Stocks | — | — | $57K | <0.1% | |
| AF American Balanced Fund Registered investment company | Common Stocks | — | — | $49K | <0.1% | |
| Federal Hermes Institutional High Yield Bond Fund Registered investment company | Common Stocks | — | — | $41K | <0.1% | |
| Franklin Utilities Fund Registered investment company | Mutual Funds | — | — | $33K | <0.1% | |
| Parametic Commodity Strategy Registered investment company | Common Stocks | — | — | $28K | <0.1% | |
| TIAA-CREF SoCal Choice Equity Fund Registered investment company | Mutual Funds | — | — | $27K | <0.1% | |
| Principal Investors Fund Inc - Real Estate Registered investment company | Common Stocks | — | — | $21K | <0.1% | |
| Vanguard Financials Index Fund Registered investment company | Common Collective Trusts | — | — | $17K | <0.1% | |
| DFA Inflation-Protected Sec Registered investment company | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Interim-Term Bond Idx Registered investment company | Common Collective Trusts | — | — | $14K | <0.1% | |
| Vanguard Health Care Fund Registered investment company | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Short-Term Treasury Fund Registered investment company | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Registered investment company | Mutual Funds | — | — | $4K | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
