Carolyn J Rutsky signed Parker McCay P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parker McCay P.A.'s EIN is 22-2022169.
Download the official 2024 Form 5500 (PDF) for Parker McCay P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parker McCay P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS | 13-4071393 | — | NONE | $57K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOWMAN AND COMPANY LLP | — | VOORHEES, NJ | NONE | $11K | — |
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $5.3M | 11.8% | |
| Fidelity Blue Chip Growth K6 Registered Investment Companies | Mutual Funds | — | — | $4.3M | 9.5% | |
| JP Morgan U.S. Equity Fund Class R6 Registered Investment Companies | Other securities | — | — | $3.8M | 8.4% | |
| Vanguard Information Tech Index Fund Admiral Shares Registered Investment Companies | Common Collective Trusts | — | — | $3.4M | 7.6% | |
| American Funds Target Date Retirement Fund 2035 R6 Registered Investment Companies | Mutual Funds | — | — | $2.5M | 5.6% | |
| American Funds Target Date Retirement Fund 2025 R6 Registered Investment Companies | Mutual Funds | — | — | $2.2M | 5.0% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $2.2M | 4.9% | |
| American Funds Target Date Retirement Fund 2040 R6 Registered Investment Companies | Mutual Funds | — | — | $2.0M | 4.6% | |
| Eaton Vance Short Duration Government Income I Registered Investment Companies | Other securities | — | — | $1.9M | 4.2% | |
| Hartford International Opportunities Fund Class R6 Registered Investment Companies | Other securities | — | — | $1.7M | 3.8% | |
| American Funds Bond Fund of American R6 Registered Investment Companies | Mutual Funds | — | — | $1.6M | 3.6% | |
| American Funds Target Date Retirement Fund 2030 R6 Registered Investment Companies | Mutual Funds | — | — | $1.5M | 3.4% | |
| American Funds Target Date Retirement Fund 2045 R6 Registered Investment Companies | Mutual Funds | — | — | $1.4M | 3.2% | |
| METLIFE GAC-25053 CL 60 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| PGIM Jennison Global Opportunities Fund R6 Registered Investment Companies | Other securities | — | — | $1.3M | 2.9% | |
| American Funds Target Date Retirement Fund 2050 R6 Registered Investment Companies | Mutual Funds | — | — | $1.2M | 2.7% | |
| MFS Mid Cap Growth Fund Class R6 Registered Investment Companies | Mutual Funds | — | — | $1.1M | 2.4% | |
| Davis Financial Fund Y Registered Investment Companies | Other securities | — | — | $1.0M | 2.3% | |
| Eaton Vance Income Fund of Boston R6 Registered Investment Companies | Other securities | — | — | $902K | 2.0% | |
| Cohen & Steers Real Estate Securities-Z Registered Investment Companies | Other securities | — | — | $600K | 1.3% | |
| Vanguard Mid Cap Index Admiral Shares Registered Investment Companies | Mutual Funds | — | — | $563K | 1.3% | |
| American Funds Target Date Retirement Fund 2055 R6 Registered Investment Companies | Mutual Funds | — | — | $483K | 1.1% | |
| American Funds New World R6 Registered Investment Companies | Mutual Funds | — | — | $283K | 0.6% | |
| DFA U.S. Small Cap Portfolio I Registered Investment Companies | Mutual Funds | — | — | $181K | 0.4% | |
| MFS Global Total Return R6 Registered Investment Companies | Mutual Funds | — | — | $178K | 0.4% | |
| Notes Receivable from Participants Interest Rates 3.25% - 8.50% | Bonds / Notes | — | — | $152K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $152K | 0.3% | |
| American Funds Target Date Retirement Fund 2015 R6 Registered Investment Companies | Mutual Funds | — | — | $127K | 0.3% | |
| Synthetic Cash Account Synthetic 0 | Cash / Money Market | — | — | $75K | 0.2% | |
| DFA U.S. Small Cap Growth Institutional Registered Investment Companies | Mutual Funds | — | — | $74K | 0.2% | |
| DFA U.S. Small Cap Value Portfolio I Registered Investment Companies | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Registered Investment Companies | Common Collective Trusts | — | — | $14K | <0.1% | |
| American Funds Target Date Retirement Fund 2010 R6 Registered Investment Companies | Mutual Funds | — | — | $14K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
