Caroline Lucas signed Terra Staffing Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Terra Staffing Group's EIN is 91-1382999.
Download the official 2024 Form 5500 (PDF) for Terra Staffing Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Terra Staffing Group'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 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON WEALTH MANAGEMENT, LLC | 20-2314904 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.5M | 19.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 14.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $698K | 8.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $676K | 8.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $603K | 7.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $514K | 6.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $312K | 4.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $270K | 3.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $226K | 2.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $217K | 2.8% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $215K | 2.7% | |
| AMERCENT GOV BOND R5 | Registered Investment Companies | — | — | $214K | 2.7% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $203K | 2.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $161K | 2.1% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $99K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $96K | 1.2% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $77K | 1.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $69K | 0.9% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $68K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $57K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $49K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $43K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $41K | 0.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $36K | 0.5% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $35K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $16K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.2% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $6K |
| — |
