Evelyn Delgado signed Johnson, POPE, Bokor, Ruppel & Burns, L. L. P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson, POPE, Bokor, Ruppel & Burns, L. L. P.'s EIN is 20-0525902.
Download the official 2024 Form 5500 (PDF) for Johnson, POPE, Bokor, Ruppel & Burns, L. L. P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson, POPE, Bokor, Ruppel & Burns, L. L. P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVC | — | IRVINE, CA | RECORDKEEPER | $15K | — |
| ASCENSUS HOLDINGS INC. DBA FUTUREPL | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PROVISE MANAGEMENT GROUP, LLC | — | CLEARWATER, FL | INVESTMENT ADVISOR | $96K | — |
| WILLIAM BLAIR | — | CHICAGO, IL | INVESTMENT ADVISOR | $44K | — |
| CHARLES SCHWAB | — | TAMPA, FL | INVESTMENT ADVISOR | $16K | — |
| SABEL TRUST | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $14K | — |
| RAYMOND JAMES | — | CLEARWATER, FL | INVESTMENT ADVISOR | $10K | — |
| WELLS FARGO | — | CLEARWATER, FL | INVESTMENT ADVISOR | $6K | — |
| ROGAN ASSOCIATES | — | SAFETY HARBOR, FL | INVESTMENT ADVISOR | $1 | — |
