Aubrey Little signed Locus Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Locus Holdings LLC's EIN is 99-4614585.
Download the official 2024 Form 5500 (PDF) for Locus Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Locus Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
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 FREE INDX 2050 IP | Registered Investment Companies | — | — | $613K | 15.7% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $322K | 8.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $294K | 7.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $227K | 5.8% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $226K | 5.8% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $207K | 5.3% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $202K | 5.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $196K | 5.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $190K | 4.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $181K | 4.6% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $162K | 4.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $161K | 4.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $150K | 3.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $149K | 3.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $129K | 3.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $88K | 2.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $80K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $60K | 1.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $57K | 1.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $55K | 1.4% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $30K | 0.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $26K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $20K | 0.5% | |
| FID FREEDOM IND2010 INSTL PREM 365 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $17K | 0.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | 0.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
