David Guadagnoli signed Sullivan & Worcester LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sullivan & Worcester LLP's EIN is 04-2387531.
Download the official 2024 Form 5500 (PDF) for Sullivan & Worcester LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sullivan & Worcester LLP's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIRCH HILL INVESTMENT ADVISORS | 20-8723327 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Growth Fund of America R6 Mutual Fund | Other securities | — | — | $13.1M | 13.5% | |
| Vanguard Total Stock Index Inst Mutual Fund | Mutual Funds | — | — | $12.4M | 12.8% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $11.4M | 11.8% | |
| Personal Choice Retirement Self Directed Brokerage | Self-Directed Brokerage | — | — | $7.0M | 7.2% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $7.0M | 7.2% | |
| SCHWAB INST LCP VAL TRUST CL I Common Collective Trust Fund | Common Collective Trusts | — | — | $6.3M | 6.5% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $6.3M | 6.5% | |
| Loomis Sayles Core Plus Bond Y Mutual Fund | Other securities | — | — | $5.8M | 6.0% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $4.5M | 4.7% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $4.4M | 4.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.6% | |
| Schwab US Aggregate Bond Index Mutual Fund | Mutual Funds | — | — | $3.2M | 3.3% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $3.1M | 3.2% | |
| Vanguard Total Intl Stk Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.9M | 3.0% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Mainstay Large Cap Growth Fund R1 Mutual Fund | Other securities | — | — | $1.8M | 1.9% | |
| MAINSTAY WINSLOW LGCAP GRTH R1 Registered Investment Company | Common Stocks | — | — | $1.8M | 1.9% | |
| DFA Inflation Protected Securities I Mutual Fund | Mutual Funds | — | — | $1.8M | 1.8% | |
| Europacific Growth R6 Mutual Fund | Other securities | — | — | $1.5M | 1.6% | |
| Schwab Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.5% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| Blackrock High Yield Bond Instl Mutual Fund | Other securities | — | — | $1.1M | 1.1% | |
| Victory Established Value I Mutual Fund | Other securities | — | — | $986K | 1.0% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $793K | 0.8% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $618K | 0.6% | |
| T Rowe QM Small Cap Growth I Mutual Fund | Other securities | — | — | $534K | 0.6% | |
| TROWE QM US SMALLCAP GRTH EQ I Registered Investment Company | Common Stocks | — | — | $534K | 0.6% | |
| MFS Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $525K | 0.5% | |
| Vanguard Real Estate Idx Adm Mutual Fund | Common Collective Trusts | — | — | $414K | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $368K | 0.4% | |
| DWS RREEF Real Estate Sec S Mutual Fund | Other securities | — | — | $311K | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $103K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $88K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $10K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $5K | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $224 | — |
