OM Popli signed Popli, Architecture Engineering & L.S. D.P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Popli, Architecture Engineering & L.S. D.P.C.'s EIN is 16-1424510.
Download the official 2024 Form 5500 (PDF) for Popli, Architecture Engineering & L.S. D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Popli, Architecture Engineering & L.S. D.P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | Common Collective Trusts | — | — | $2.8M | 17.0% | |
| VANGUARD 500 INDEX FUND - ADMIRAL SHARES | Common Collective Trusts | — | — | $2.8M | 17.0% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM | Mutual Funds | — | — | $1.4M | 8.6% | |
| TECHNOLOGY SELECT SECTOR SPDR | Other securities | — | — | $1.1M | 6.4% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM | Mutual Funds | — | — | $1.0M | 6.2% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM | Mutual Funds | — | — | $910K | 5.5% | |
| ISHARES S&P SMALLCAP 600 INDEX ETF | Other securities | — | — | $892K | 5.4% | |
| Money Market Funds * Retirement Cash Account | Cash / Money Market | — | — | $718K | 4.3% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND AD | Common Collective Trusts | — | — | $628K | 3.8% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM | Mutual Funds | — | — | $588K | 3.5% | |
| VANGUARD MID CAP VALUE INDEX FUND ADMIRAL | Common Collective Trusts | — | — | $517K | 3.1% | |
| ISHARES S&P 500 INDEX ETF | Common Collective Trusts | — | — | $517K | 3.1% | |
| Exchange Traded Funds ISHARES MORNINGSTAR MIDCAP GROWTH INDEX ETF | Other securities | — | — | $487K | 2.9% | |
| ISHARES S&P 500 VALUE ETF | Common Collective Trusts | — | — | $377K | 2.3% | |
| DODGE & COX INCOME FUND | Mutual Funds | — | — | $353K | 2.1% | |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | Other securities | — | — | $194K | 1.2% | |
| VANGUARD HIGH-YIELD CORPORATE ADM | Mutual Funds | — | — | $179K | 1.1% | |
| Notes Receivable from Participants * Maturity dates through August 2029, with interest rates from 4.00% to 8.50% per annum | Bonds / Notes | — | — | $63K | 0.4% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM | Mutual Funds | — | — | $33K | 0.2% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM | Mutual Funds | — | — | $24K | 0.1% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | Mutual Funds | — | — | $10K | <0.1% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
