ERIN Flatley signed Canaccord Genuity LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canaccord Genuity LLC's EIN is 20-0779566.
Download the official 2024 Form 5500 (PDF) for Canaccord Genuity LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canaccord Genuity LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | -$33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $94K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party Registered investment FID BLUE CHIP GR | Mutual Funds | — | — | $20.0M | 18.1% | |
| FID 500 INDEX PR | Common Collective Trusts | — | — | $18.5M | 16.7% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $6.3M | 5.7% | |
| FID LARGE CAP STOCK | Mutual Funds | — | — | $5.6M | 5.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $5.1M | 4.6% | |
| Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $5.1M | 4.6% | |
| DODGE & COX STOCK | Mutual Funds | — | — | $5.0M | 4.5% | |
| TRP RETIREMENT 2060 | Other securities | — | — | $3.7M | 3.4% | |
| TRP RETIREMENT 2040 | Other securities | — | — | $3.3M | 3.0% | |
| companies FID MID CAP STOCK | Mutual Funds | — | — | $3.3M | 2.9% | |
| TRP RETIREMENT 2030 | Other securities | — | — | $3.2M | 2.9% | |
| TRP RETIREMENT 2050 | Other securities | — | — | $3.1M | 2.8% | |
| TRP RETIREMENT 2045 | Other securities | — | — | $2.9M | 2.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $2.7M | 2.4% | |
| FID INTL INDEX | Mutual Funds | — | — | $2.6M | 2.4% | |
| AF EOROPACIFIC GR R6 | Other securities | — | — | $2.5M | 2.3% | |
| J H TRITON N | Other securities | — | — | $2.5M | 2.2% | |
| TRP RETIREMENT 2055 | Other securities | — | — | $2.4M | 2.1% | |
| TRP RETIREMENT 2035 | Other securities | — | — | $2.2M | 2.0% | |
| VICTORY S ESTB VAL I | Other securities | — | — | $2.2M | 2.0% | |
| LOOMIS INV GRD BD | Other securities | — | — | $1.8M | 1.6% | |
| JPM SM CAP VALUE R6 | Other securities | — | — | $1.2M | 1.1% | |
| AF NEW WORLD R6 | Other securities | — | — | $1.2M | 1.1% | |
| BLKRK HIGH YD BD K | Other securities | — | — | $1.1M | 1.0% | |
| TRP RETIREMENT 2065 | Other securities | — | — | $1.1M | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $662K | 0.6% | |
| TRP RETIREMENT 2025 | Other securities | — | — | $569K | 0.5% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | — | $259K | 0.2% | |
| TCW TOTAL RTN BOND N | Other securities | — | — | $150K | 0.1% | |
| TRP RETIREMENT 2010 | Other securities | — | — | $43K | <0.1% | |
| TRP RETIRE I BAL I | Other securities | — | — | $25K | <0.1% | |
| TRP RETIREMENT 2020 | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
