PAM Davis signed Litmangerson Associates, LLP Salary Reduction Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Litmangerson Associates, LLP Salary Reduction Plan's EIN is 04-2694095.
Download the official 2024 Form 5500 (PDF) for Litmangerson Associates, LLP Salary Reduction Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Litmangerson Associates, LLP Salary Reduction Plan's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 81-3433658 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LP Index RTMT | Mutual Funds | — | — | $4.6M | 22.8% | |
| BLKRK LP IDX RTMT K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $4.6M | 22.8% | |
| BlackRock LP Index 2040 | Other securities | — | — | $3.8M | 18.7% | |
| BLKRK LP IDX 2040 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $3.8M | 18.7% | |
| BlackRock LP Index 2030 | Other securities | — | — | $2.3M | 11.2% | |
| BLKRK LP IDX 2030 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $2.3M | 11.2% | |
| BlackRock LP Index 2035 | Other securities | — | — | $1.6M | 8.0% | |
| BLKRK LP IDX 2035 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.0% | |
| FID 500 INDEX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.7% | |
| BlackRock LP Index 2050 | Other securities | — | — | $1.1M | 5.2% | |
| BLKRK LP IDX 2050 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.2% | |
| American Century American Century Emerg Markets | Other securities | — | — | $785K | 3.9% | |
| AM CENT EMG MKTS R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $785K | 3.9% | |
| BlackRock LP Index 2060 | Other securities | — | — | $692K | 3.4% | |
| BLKRK LP IDX 2060 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $692K | 3.4% | |
| JPM LG CAP GROWTH R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $644K | 3.2% | |
| BlackRock LP Index 2055 | Other securities | — | — | $560K | 2.8% | |
| BLKRK LP IDX 2055 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $560K | 2.8% | |
| Vanguard Value Index | Mutual Funds | — | — | $365K | 1.8% | |
| VANG VALUE IDX ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $365K | 1.8% | |
| Vanguard International Growth | Mutual Funds | — | — | $257K | 1.3% | |
| VANG INTL GROWTH ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $257K | 1.3% | |
| FID MID CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $222K | 1.1% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $202K | 1.0% | |
| VANG SMCPVL IDX ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $202K | 1.0% | |
| DODGE & COX INCOME I FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $181K | 0.9% | |
| American Funds American Funds US Government | Mutual Funds | — | — | $165K | 0.8% | |
| AF US GOVT SEC R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $165K | 0.8% | |
| BlackRock LP Index 2065 | Other securities | — | — | $160K | 0.8% | |
| BLKRK LP IDX 2065 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $160K | 0.8% | |
| AF BALANCED R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $139K | 0.7% | |
| FID SM CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $119K | 0.6% | |
| C&S REAL ESTATE A FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $103K | 0.5% | |
| BlackRock LP Index 2045 | Other securities | — | — | $90K | 0.4% | |
| BLKRK LP IDX 2045 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $90K | 0.4% | |
| DFA INTL VALUE I FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $86K | 0.4% | |
| TRP MID CAP VALUE FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $83K | 0.4% | |
| MFS MID CAP GRTH R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $70K | 0.3% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $67K | 0.3% | |
| VANG SMCP GR IDX ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $67K | 0.3% | |
| BlackRock High Yield Inst | Other securities | — | — | $58K | 0.3% | |
| BLKRK HI YLD INST FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $58K | 0.3% | |
| Participant loans 4.25% to 10.50%, maturities through January 2030 - | Bonds / Notes | — | — | $39K | 0.2% | |
| STD STABLE ASSET 2 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $23K | 0.1% | |
| FIRST EAGLE GLBL R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| FID GOVT MMKT K6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $936 |
| — |
