Jeremiah Elliott signed Exterro, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exterro, Inc.'s EIN is 93-1306007.
Download the official 2024 Form 5500 (PDF) for Exterro, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exterro, Inc.'s 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 | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. |
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 2045 | Registered Investment Companies | — | — | $3.1M | 11.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.7M | 10.3% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.4M | 9.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.1M | 8.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 7.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 7.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 6.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1.2M | 4.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $1.1M | 4.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 4.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1000K | 3.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $954K | 3.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $898K | 3.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $676K | 2.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $577K | 2.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $423K | 1.6% | |
| FID ADV SM CAP GROWTH Z | Registered Investment Companies | — | — | $317K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $257K | 1.0% | |
| IMPAX SUSTAINABLE ALLOC INST | Registered Investment Companies | — | — | $147K | 0.6% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $92K | 0.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $82K | 0.3% | |
| JANUS HEND MULTI SECTOR INC N | Registered Investment Companies | — | — | $50K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $47K | 0.2% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $34K | 0.1% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $20K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $6K | <0.1% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $5K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2746212 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
