Richard E. Schumaker signed The Fort Miller Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Fort Miller Group, Inc.'s EIN is 14-1459087.
Download the official 2024 Form 5500 (PDF) for The Fort Miller Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Fort Miller Group, Inc.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | LAKEWOOD, NJ | NONE | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $13.2M | 16.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.2M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.8M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.6M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.9M | 6.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.6M | 5.7% | |
| Franklin Dynatech Fund - A Mutual Fund | Mutual Funds | — | — | $3.7M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.5M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.1% | |
| American Funds Balanced Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 3.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1.9M | 2.4% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 2.2% | |
| JP Morgan Equity Income Fund Mutual Fund | Other securities | — | — | $1.8M | 2.2% | |
| Columbia Small Cap Value I Mutual Fund | Other securities | — | — | $1.7M | 2.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $936K | 1.1% | |
| American New Perspectives Mutual Fund | Other securities | — | — | $917K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $904K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $532K | 0.7% | |
| American Funds Europacific GR Fund Mutual Fund | Mutual Funds | — | — | $492K | 0.6% | |
| ClearBridge Small Cap Growth Fund Mutual Fund | Other securities | — | — | $488K | 0.6% | |
| T Rowe Price Government Money Fund Mutual Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
