Stacy Laughlin signed Skender Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skender Group, LLC's EIN is 20-3798025.
Download the official 2024 Form 5500 (PDF) for Skender Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skender Group, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $6.7M | 15.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $5.1M | 11.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.1M | 11.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.8M | 8.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.4M | 7.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.3M | 7.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.5M | 5.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.0M | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| HARBOR CAPITAL APPREC-INST | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $870K | 2.0% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $856K | 1.9% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $829K | 1.9% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $727K | 1.7% | |
| JPM SMALL CAP EQUITY R5 | Registered Investment Companies | — | — | $650K | 1.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $611K | 1.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $506K | 1.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $454K | 1.0% | |
| PGI DIV INTL EQUITY A1 PRINCIPAL GLOBAL INV TRUST · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $451K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $318K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $190K | 0.4% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $144K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $53K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $58K |
| — |
