George Anderson signed Anderson KILL P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anderson KILL P.C.'s EIN is 13-2743351.
Download the official 2024 Form 5500 (PDF) for Anderson KILL P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anderson KILL P.C.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | CONSULTANT | $28K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $33.2M | 32.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $9.4M | 9.3% | |
| T Rowe Price T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $7.9M | 7.7% | |
| Brokerage Link Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $7.2M | 7.1% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $5.8M | 5.7% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $4.3M | 4.2% | |
| Fidelity Freedom 2025 Fund - Class K | Mutual Funds | — | — | $3.9M | 3.8% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $3.6M | 3.5% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $3.3M | 3.2% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $2.7M | 2.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.6M | 2.5% | |
| PIMCO Total return Institutional Fund | Mutual Funds | — | — | $2.2M | 2.2% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $2.1M | 2.1% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $1.8M | 1.7% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $1.7M | 1.7% | |
| Fidelity Freedom 2015 Fund - Class K | Mutual Funds | — | — | $1.6M | 1.5% | |
| Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $1.5M | 1.5% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Fidelity Freedom 2020 Fund - Class K | Mutual Funds | — | — | $1.1M | 1.1% | |
| Diamond Hill Diamond Hill Large Cap Fund Y Class | Other securities | — | — | $1.1M | 1.0% | |
| Loomis Small Cap Growth Instl | Other securities | — | — | $715K | 0.7% | |
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $663K | 0.7% | |
| Fidelity Freedom 2010 Fund - Class K | Mutual Funds | — | — | $254K | 0.2% | |
| American Century American Century Small Cap Value Fund R6 | Other securities | — | — | $156K | 0.2% | |
| Fidelity Managed Income Portfolio II Class 2 | Mutual Funds | — | — | $109K | 0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $109K | 0.1% | |
| FDTY MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | 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.
| USI CONSULTING GROUP, INC. |
| 06-1053228 |
| — |
| CONSULTANT |
| $19K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTS & HOLLAND LLP | 13-1833405 | — | ATTORNEY/LEGAL | $12K | — |
