Teresa Graceffa signed Southworth-Milton, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southworth-Milton, Inc.'s EIN is 02-0258444.
Download the official 2023 Form 5500 (PDF) for Southworth-Milton, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Southworth-Milton, Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | — | TRUSTEE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/MULTI-MGR LDS CIT I PRINCIPAL TRUST COMPANY · EIN 30-6225619 / PN 001 | Common Collective Trust | — | $3.9M | $3.9M | 61.6% | |
| PRINCIPAL/MULTI-MGR LDS CIT II PRINCIPAL TRUST COMPANY · EIN 80-6049172 / PN 001 | Common Collective Trust | — | $2.1M | $2.1M | 33.4% | |
| Blackrock ST Investment Fund F Cash Equivalents | Cash / Money Market | — | $191K | $191K | 3.0% | |
| PRINCIPAL/MULTI-MGR LDS CITIII PRINCIPAL TRUST COMPANY · EIN 46-7074916 / PN 001 | Common Collective Trust | — | $120K | $118K | 1.9% | |
| T. ROWE PRICE INST EQ INCOME M PRINCIPAL · EIN 46-6586666 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA LARGE CAP GROWTH CIT PRINCIPAL TRUST COMPANY · EIN 82-6249680 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL FED TTL RETURN BOND PRINCIPAL TRUST COMPANY · EIN 46-6584317 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL DODGE & COX INTERMED PRINCIPAL TRUST COMPANY · EIN 47-6566265 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL CAUSEWAY INTL VALUE PRINCIPAL TRUST COMPANY · EIN 47-6375784 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK S&P MIDCAP PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK S&P 500 PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK INTL EQ PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING CORE BOND CIT PRINCIPAL TRUST COMPANY · EIN 94-3222878 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL/MULTI-MANAGER CIT I PRINCIPAL TRUST COMPANY · EIN 30-6225619 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL/MULTI-MANAGER CIT II PRINCIPAL TRUST COMPANY · EIN 92-1443848 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL/MULTI-MGR CIT III PRINCIPAL TRUST COMPANY · EIN 92-1443848 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL T. ROWE INST LRG C PRINCIPAL TRUST COMPANY · EIN 45-6648614 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL MULTI-MANAGER SM CAP PRINCIPAL TRUST COMPANY · EIN 45-6648658 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA LARGE CAP GROWTH CIT PRINCIPAL TRUST COMPANY · EIN 82-6249680 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ACADIAN EMERGING MARKETS PORT PRINCIPAL TRUST COMPANY · EIN 46-1393346 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ALLSPRING CORE BOND CIT PRINCIPAL TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK INTL EQ PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK S&P MIDCAP PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL BLACKROCK S&P 500 PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL CAUSEWAY INTL VALUE PRINCIPAL TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL DODGE & COX INTERMED PRINCIPAL TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL FED TTL RETURN BOND PRINCIPAL TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL MULTI-MANAGER SM CAP PRINCIPAL TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL MFS VALUE CIT PRINCIPAL TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL T. ROWE INST LRG C PRINCIPAL TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE INST EQ INCOME M PRINCIPAL TRUST COMPANY · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL MFS VALUE CIT PRINCIPAL TRUST COMPANY · EIN 45-6648640 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
