Donald Grover signed Sills Cummis & Gross P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sills Cummis & Gross P.C.'s EIN is 22-1920331.
Download the official 2024 Form 5500 (PDF) for Sills Cummis & Gross P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sills Cummis & Gross P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | -$149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K Mutual fund | Mutual Funds | — | — | $22.4M | 16.0% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $18.1M | 12.9% | |
| TRP BLUE CHIP GRTH Mutual fund | Other securities | — | — | $16.6M | 11.8% | |
| FID NEW MILLEN Mutual fund | Mutual Funds | — | — | $15.2M | 10.8% | |
| FID GOVT MMRK PRM Mutual fund | Mutual Funds | — | — | $11.0M | 7.8% | |
| Fidelity Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $7.2M | 5.1% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $7.0M | 5.0% | |
| FID OVERSEAS K Mutual fund | Mutual Funds | — | — | $5.4M | 3.9% | |
| VANG INTM TREAS ADM Mutual fund | Other securities | — | — | $5.1M | 3.6% | |
| VANG SM CAP IDX ADM Mutual fund | Common Collective Trusts | — | — | $4.8M | 3.4% | |
| VANG ST INV GR ADM Mutual fund | Other securities | — | — | $4.1M | 2.9% | |
| FID EQ DIV INCOME Mutual fund | Mutual Funds | — | — | $3.3M | 2.3% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $2.6M | 1.9% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $2.5M | 1.8% | |
| PIM REAL RETURN INST Mutual fund | Other securities | — | — | $2.4M | 1.7% | |
| VICTORY S SM CO OP A Mutual fund | Common Stocks | — | — | $1.7M | 1.2% | |
| FID FREEDOM 2020 K Mutual fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| FID FREEDOM 2025 K Mutual fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| FID FREEDOM 2040 K Mutual fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| FID SMALL CAP GROWTH Mutual fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| FID FREEDOM 2035 K Mutual fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| FID FREEDOM 2015 K Mutual fund | Mutual Funds | — | — | $873K | 0.6% | |
| FID FREEDOM 2050 K Mutual fund | Mutual Funds | — | — | $866K | 0.6% | |
| INVESCO DIVRS DIV R6 Mutual fund | Mutual Funds | — | — | $626K | 0.4% | |
| FID FREEDOM 2030 K Mutual fund | Mutual Funds | — | — | $615K | 0.4% | |
| FID FREEDOM 2055 K Mutual fund | Mutual Funds | — | — | $467K | 0.3% | |
| FID FREEDOM 2045 K Mutual fund | Mutual Funds | — | — | $270K | 0.2% | |
| FID FREEDOM 2065 K Mutual fund | Mutual Funds | — | — | $259K | 0.2% | |
| secured by participant account balances | Other securities | — | — | $241K | 0.2% | |
| FID FREEDOM 2060 K Mutual fund | Mutual Funds | — | — | $151K | 0.1% | |
| FID PURITAN K Mutual fund | Mutual Funds | — | — | $126K | <0.1% | |
| FID FREEDOM INC K Mutual fund | Mutual Funds | — | — | $41K | <0.1% | |
| FID FREEDOM 2005 K Mutual fund - * FID FREEDOM 2010 K Mutual fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
