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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIRCH HILL INVESTMENT ADVISORS | 20-8723327 | — | NONE | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Managed Ret Income V Common/Collective Trust 449 Vanguard Total Stock Index Inst Mutual Fund | Common Collective Trusts | — | — | $21.9M | 18.6% | |
| Personal Choice retirement Self Directed Brokerage | Self-Directed Brokerage | — | — | $17.5M | 14.8% | |
| Growth Fund of America R6 Mutual Fund | Other securities | — | — | $11.5M | 9.7% | |
| Loomis Sayles Core Plus Bond Y Mutual Fund | Other securities | — | — | $7.1M | 6.0% | |
| SCHWAB INST LCG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.3% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $6.1M | 5.2% | |
| Vanguard Total International Stock Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $5.3M | 4.5% | |
| Schwab U.S. Aggregate Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.2M | 4.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $5.1M | 4.3% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $4.0M | 3.4% | |
| Europacific Growth R6 Mutual Fund | Other securities | — | — | $2.9M | 2.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| DFA Inflations Protected Sec I Mutual Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| Schwab Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.2M | 1.9% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| Victory Established Value I Mutual Fund | Other securities | — | — | $1.9M | 1.6% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| Morgan Stanley Mid-Cap Growth Fund Mutual Fund | Other securities | — | — | $1.6M | 1.4% | |
| Blackrock High Yield Bond Instl Mutual Fund | Other securities | — | — | $1.6M | 1.3% | |
| Mainstay Large Cap Growth RI Mutual Fund | Other securities | — | — | $1.5M | 1.3% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $622K | 0.5% | |
| Participant Loans Interest Rates (4.25% - 9.50%) 0 | Bonds / Notes | — | — | $571K | 0.5% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $483K | 0.4% | |
| T Rowe Diversified Small Cap Growth I Mutual Fund | Other securities | — | — | $468K | 0.4% | |
| DWS RREEF Real Estate Sec S Mutual Fund | Other securities | — | — | $377K | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $201K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $197K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $49K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $30K | <0.1% | |
| SCHWAB MANAGED RET TR FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $449 | <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 |
|---|---|---|---|---|---|
| WELCH & FORBES LLC | 04-3573806 | — | NONE | $31K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $208 | — |
