Appellate Advocates' EIN is 11-3305212.
Download the official 2023 Form 5500 (PDF) for Appellate Advocates from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Appellate Advocates' 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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.4M | 21.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.5M | 13.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $983K | 8.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $971K | 8.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $686K | 6.0% | |
| BARON DURABLE ADVANTAGE R6 | Registered Investment Companies | — | — | $553K | 4.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $538K | 4.7% | |
| CLEARBRIDGE LARGE CAP GR IS 762 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC 718 REGISTERED INVESTMENT COMPANY VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $484K | 4.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $433K | 3.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $323K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $312K | 2.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $278K | 2.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $245K | 2.1% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $196K | 1.7% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $181K | 1.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $157K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $146K | 1.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $131K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $114K | 1.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $105K | 0.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $89K | 0.8% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $87K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $84K | 0.7% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $78K | 0.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $77K | 0.7% | |
| VAN TARGET RETIRE 2020 117 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $50K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $44K | 0.4% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $39K | 0.3% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
