Ellen G. AMON signed Greenbaum, Rowe, Smith & Davis LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greenbaum, Rowe, Smith & Davis LLP's EIN is 22-1544785.
Download the official 2024 Form 5500 (PDF) for Greenbaum, Rowe, Smith & Davis LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greenbaum, Rowe, Smith & Davis 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENTPLAN SERVICES,INC | 34-1479833 | — | NONE | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $6.5M | 16.6% | |
| Schwab 1000 Index Fund | Common Collective Trusts | — | — | $5.1M | 12.9% | |
| Vanguard Total Stock Index INST | Mutual Funds | — | — | $4.3M | 10.8% | |
| JP Morgan US Equity R6 | Other securities | — | — | $2.8M | 7.3% | |
| Victory Established Value I | Other securities | — | — | $2.6M | 6.7% | |
| Artisan Midcap Fund | Other securities | — | — | $2.1M | 5.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.1M | 5.4% | |
| MFS International Diversification R3 | Mutual Funds | — | — | $1.9M | 4.7% | |
| SCHWAB US TREASURY MONEY ULTR Money Market / Cash Equivalent | U.S. Treasuries | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.4M | 3.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.4M | 3.5% | |
| MFS Value R3 | Mutual Funds | — | — | $1.3M | 3.3% | |
| Delaware Small Cap Core I | Other securities | — | — | $1.1M | 2.9% | |
| Schwab Small-cap Index Fund | Common Collective Trusts | — | — | $785K | 2.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $570K | 1.5% | |
| T ROWE PRICE US BND ENHNCD IDX Registered Investment Company | Common Collective Trusts | — | — | $564K | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $531K | 1.4% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $472K | 1.2% | |
| Vanguard Total International Stock Index ADM | Mutual Funds | — | — | $472K | 1.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $425K | 1.1% | |
| Allspring Government Sec Admin | Mutual Funds | — | — | $417K | 1.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $257K | 0.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $235K | 0.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $233K | 0.6% | |
| Vanguard Target Retirement 2065 67 Vanguard Target Retirement 2070 720 Vanguard Target Retirement Income | Mutual Funds | — | — | $150K | 0.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $98K | 0.3% | |
| Participant Notes Maturing 2025 through 2029 | Bonds / Notes | — | — | $77K | 0.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $41K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
