LISA Azevedo signed VANN Brothers' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VANN Brothers' EIN is 94-2228979.
Download the official 2022 Form 5500 (PDF) for VANN Brothers from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)VANN Brothers' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KCOE ISOM, LLP | 48-0567703 | — | ACCOUNTANT | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual fund - | Mutual Funds | — | — | $1.1M | 21.3% | |
| Nuveen Global Equity Income Fund Mutual fund - | Mutual Funds | — | — | $755K | 15.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund - | Mutual Funds | — | — | $375K | 7.6% | |
| Vanguard Target Retirement 2060 Fund Mutual fund - | Mutual Funds | — | — | $313K | 6.3% | |
| Vanguard Energy Fund Mutual fund - | Mutual Funds | — | — | $312K | 6.3% | |
| Vanguard Dividend Appreciation Index Fund Mutual fund - | Common Collective Trusts | — | — | $278K | 5.6% | |
| Vanguard Growth Index Fund Mutual fund - | Common Collective Trusts | — | — | $192K | 3.9% | |
| Vanguard Target Retirement Income Fund Mutual fund - 36 Vanguard Utilities Index Fund Mutual fund - | Common Collective Trusts | — | — | $186K | 3.8% | |
| Columbia Small Cap Index Fund Mutual fund - | Common Collective Trusts | — | — | $142K | 2.9% | |
| Fidelity Puritan Fund Mutual fund - | Mutual Funds | — | — | $130K | 2.6% | |
| Dreyfus Treasury Obligations Cash Management Fund Mutual fund - | U.S. Treasuries | — | — | $123K | 2.5% | |
| Allspring Precious Metals Fund Mutual fund $ - | Other securities | — | — | $112K | 2.3% | |
| Victory Sycamore Established Value Fund Mutual fund - | Other securities | — | — | $100K | 2.0% | |
| Vanguard Target Retirement 2055 Fund Mutual fund - | Mutual Funds | — | — | $89K | 1.8% | |
| Vanguard Target Retirement 2040 Fund Mutual fund - | Mutual Funds | — | — | $88K | 1.8% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual fund - | Common Collective Trusts | — | — | $83K | 1.7% | |
| BrandywineGLOBAL - Global Opportunities Bond Fund Mutual fund - | Other securities | — | — | $75K | 1.5% | |
| Washington Mutual Investors Fund Mutual fund - | Other securities | — | — | $69K | 1.4% | |
| Janus Henderson Enterprise Fund Mutual fund - | Mutual Funds | — | — | $66K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Mutual fund - | Mutual Funds | — | — | $53K | 1.1% | |
| Jensen Quality Growth Fund Mutual fund - | Other securities | — | — | $39K | 0.8% | |
| PIMCO Long-Term Real Return Fund Mutual fund - | Mutual Funds | — | — | $32K | 0.6% | |
| Deutsche Global Infrastructure Fund Mutual fund - | Other securities | — | — | $20K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Mutual fund - | Mutual Funds | — | — | $11K | 0.2% | |
| Franklin Rising Dividends Fund Mutual fund - 676 Invesco EQV Emerging Markets All Cap Fund Mutual fund - | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund - | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
