Tammy Julian signed Arnold & Itkin, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arnold & Itkin, LLP's EIN is 20-1430057.
Download the official 2024 Form 5500 (PDF) for Arnold & Itkin, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arnold & Itkin, LLP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-1455663 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $29K | — |
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 # | Common Collective Trusts | — | — | $7.0M | 35.5% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 183 | Common Collective Trust | — | — | $4.4M | 22.2% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 199 | Common Collective Trust | — | — | $1.8M | 9.3% | |
| Pioneer Fundamental Growth # | Other securities | — | — | $1.5M | 7.9% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 089 | Common Collective Trust | — | — | $765K | 3.9% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 191 | Common Collective Trust | — | — | $757K | 3.9% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $634K | 3.2% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 201 | Common Collective Trust | — | — | $579K | 3.0% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $465K | 2.4% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISOR · EIN 04-0025081 / PN 015 | Common Collective Trust | — | — | $391K | 2.0% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $223K | 1.1% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | Bonds / Notes | — | — | $156K | 0.8% | |
| PGIM Total Return Bond R6 # | Other securities | — | — | $139K | 0.7% | |
| State Street International Index # | Other securities | — | — | $128K | 0.7% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $128K | 0.7% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 124 | Common Collective Trust | — | — | $119K | 0.6% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 110 | Common Collective Trust | — | — | $114K | 0.6% | |
| JP Morgan U.S. Value R6 # | Other securities | — | — | $108K | 0.6% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $103K | 0.5% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 418 | Common Collective Trust | — | — | $89K | 0.5% | |
| Pimco Commodities Plus Strategy # | Mutual Funds | — | — | $57K | 0.3% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 182 | Common Collective Trust | — | — | $42K | 0.2% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $15K | <0.1% | |
| BlackRock High Yield Instl # | Other securities | — | — | $3K | <0.1% | |
| Alliance Bernstein Small Cap Growth Adv # | Other securities | — | — | $2K | <0.1% | |
| Fidelity Advisor Focused Emerging Markets # | Mutual Funds | — | — | $1K | <0.1% | |
| STATE ST RUSSELL SM CAP INDX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MIDCAP INDX NL CL M STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 728 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL LC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | 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.
| MML INVESTORS SERVICES LLC |
| — |
| SPRINGFIELD, MA |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $10K | — |
