Connell Foley, LLP's EIN is 22-1500072.
Download the official 2024 Form 5500 (PDF) for Connell Foley, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connell Foley, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | NONE | $79K | — |
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES American Washington Mutual Investors Fund R4 | Mutual Funds | — | $387K | $23.7M | 16.3% | |
| The Growth Fund of America R4 | Other securities | — | $321K | $23.6M | 16.2% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | $30K | $16.3M | 11.2% | |
| GROUP ANNUITY CONTRACT New York Life NYL Insurance Anchor Account III | Pooled Separate Accounts | — | — | $13.3M | 9.1% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $13.3M | 9.1% | |
| T Rowe Price Mid Cap Growth | Mutual Funds | — | $91K | $9.1M | 6.3% | |
| PGIM Total Return Bond R6 | Other securities | — | $558K | $6.6M | 4.5% | |
| Vanguard Wellington Fund Admiral | Mutual Funds | — | $74K | $5.5M | 3.8% | |
| American EuroPacific Growth R5 | Other securities | — | $102K | $5.5M | 3.8% | |
| Vanguard Extended Market Index Fund Admiral | Common Collective Trusts | — | $28K | $4.0M | 2.8% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | $37K | $4.0M | 2.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $13K | $3.2M | 2.2% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | $152K | $2.9M | 2.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $299K | $2.8M | 2.0% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | $91K | $2.8M | 1.9% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | $115K | $2.6M | 1.8% | |
| T Rowe Price Retirement 2030 | Mutual Funds | — | $97K | $2.5M | 1.7% | |
| Vanguard Total International Index Fund Admiral | Common Collective Trusts | — | $77K | $2.4M | 1.7% | |
| T Rowe Price Mid Cap Value | Mutual Funds | — | $70K | $2.2M | 1.5% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | $95K | $2.1M | 1.5% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | $99K | $2.1M | 1.4% | |
| American Beacon Large Cap Growth Fund Admiral | Other securities | — | $9K | $975K | 0.7% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | $38K | $751K | 0.5% | |
| with maturities through 2030 | Other securities | — | — | $674K | 0.5% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | $39K | $640K | 0.4% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | $33K | $612K | 0.4% | |
| American Beacon Small Cap Value Investor Fund | Other securities | — | $25K | $587K | 0.4% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | $29K | $482K | 0.3% | |
| T Rowe Price Retirement 2015 | Mutual Funds | — | $33K | $415K | 0.3% | |
| Cohen & Steers Realty Shares | Other securities | — | $6K | $412K | 0.3% | |
| T Rowe Price Retirement Balance | Mutual Funds | — | $18K | $238K | 0.2% | |
| T Rowe Price Retirement 2010 | Mutual Funds | — | $3K | $47K | <0.1% | |
| T Rowe Price Retirement 2065 760 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $19K |
| — |
