Vanessa Urrego signed Lifeline Connections' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifeline Connections' EIN is 91-0787084.
Download the official 2024 Form 5500 (PDF) for Lifeline Connections from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifeline Connections' 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 | $11K | — |
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 FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $775K | 11.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $722K | 10.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $618K | 9.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $565K | 8.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $478K | 7.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $434K | 6.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $423K | 6.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $397K | 6.0% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $359K | 5.4% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $258K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $220K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $176K | 2.7% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $171K | 2.6% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $137K | 2.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $121K | 1.8% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $98K | 1.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $85K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $85K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $68K | 1.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $60K | 0.9% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $56K | 0.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $49K | 0.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $42K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $33K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $25K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
