Joseph Schappell signed Binkley & Hurst LP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Binkley & Hurst LP's EIN is 06-1779304.
Download the official 2022 Form 5500 (PDF) for Binkley & Hurst LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Binkley & Hurst LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | — | NEW YORK, NY | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Advisor Mutual Fund, 9,794 Shares | Other securities | — | — | $685K | 15.3% | |
| JP Morgan Smart Retirement 2055 Mutual Fund, 23,599 Shares | Other securities | — | — | $487K | 10.9% | |
| Putnam Large Cap Value Y Mutual Fund, 15,253 Shares | Mutual Funds | — | — | $430K | 9.6% | |
| JP Morgan Smart Retirement 2045 Mutual Fund, 17,619 Shares | Other securities | — | — | $299K | 6.7% | |
| JP Morgan Smart Retirement 2030 Mutual Fund, 18,580 Shares | Other securities | — | — | $291K | 6.5% | |
| CMFG Life Stable Value Guaranteed Investment Contract, 19,784 | Stable Value | — | — | $266K | 5.9% | |
| JP Morgan US Research Enhanced Equity R6 Mutual Fund, 9,064 Shares | Other securities | — | — | $264K | 5.9% | |
| John Hancock Multimanager Lifestyle Moderate R6 Mutual Fund, 19,474 Shares | Other securities | — | — | $214K | 4.8% | |
| JP Morgan Smart Retirement 2050 Mutual Fund, 11,175 Shares | Other securities | — | — | $191K | 4.3% | |
| AB Discovery Growth Advisor Mutual Fund, 19,330 Shares | Other securities | — | — | $184K | 4.1% | |
| John Hancock Multimanager Lifestyle Aggressive R6 Mutual Fund, 12,960 Shares | Other securities | — | — | $153K | 3.4% | |
| JP Morgan Smart Retirement 2040 Mutual Fund, 8,203 Shares | Other securities | — | — | $141K | 3.1% | |
| JP Morgan Smart Retirement 2025 Mutual Fund, 8,889 Shares | Other securities | — | — | $130K | 2.9% | |
| American Century Mid-Cap Value R6 Mutual Fund, 8,000 Shares | Other securities | — | — | $124K | 2.8% | |
| JP Morgan Smart Retirement 2035 Mutual Fund, 5,554 Shares | Other securities | — | — | $90K | 2.0% | |
| Columbia Global Opportunities R Mutual Fund, 50 Shares ** 561 Hartford International Stk SDR Mutual Fund, 5,381 Shares | Other securities | — | — | $78K | 1.7% | |
| AB Small Cap Growth Z Mutual Fund, 1,410 Shares | Other securities | — | — | $74K | 1.7% | |
| JP Morgan Smart Retirement 2020 Mutual Fund, 5,005 Shares | Other securities | — | — | $70K | 1.6% | |
| American Century High Income R6 Mutual Fund, 8,079 Shares | Other securities | — | — | $65K | 1.5% | |
| Vanguard 500 Index Admiral Mutual Fund, 173 Shares | Common Collective Trusts | — | — | $61K | 1.4% | |
| John Hancock Bond R6 Mutual Fund, 3,050 Shares | Other securities | — | — | $41K | 0.9% | |
| Vanguard Intermediate-Term Bond Index Admiral Mutual Fund, 2,927 Shares | Mutual Funds | — | — | $30K | 0.7% | |
| John Hancock Multimanager Lifestyle Conservative R6 Mutual Fund, 2,439 Shares | Other securities | — | — | $27K | 0.6% | |
| Vanguard Total International Stock Index Admiral Mutual Fund, 949 Shares | Mutual Funds | — | — | $26K | 0.6% | |
| Participant Loans Interest rates ranging from 4.25% to 6.00% --- | Bonds / Notes | — | — | $23K | 0.5% | |
| American Century Small Cap Value R6 Mutual Fund, 2,270 Shares | Other securities | — | — | $21K | 0.5% | |
| JP Morgan Smart Retirement Income I Mutual Fund, 1,475 Shares | Other securities | — | — | $20K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
