Gordon F. Moore signed Archer & Greiner, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Archer & Greiner, P.C.'s EIN is 22-2092948.
Download the official 2023 Form 5500 (PDF) for Archer & Greiner, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Archer & Greiner, P.C.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | HARTFORD, CT | ADMIN & RECORDKEEPING | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $37.3M | 18.7% | |
| Guaranteed Long-Term Account | Other securities | — | — | $33.8M | 17.0% | |
| T. Row Price LCG EQ | Other securities | — | — | $19.3M | 9.7% | |
| T ROWE US LG CAP GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $19.3M | 9.7% | |
| Vanguard Windsor Fund Adminral | Mutual Funds | — | — | $13.4M | 6.7% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $12.2M | 6.1% | |
| WESTERN ASSET CORE PLUS BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 824 | Pooled Separate Account | — | — | $8.7M | 4.4% | |
| Federated Hermes Kaufmann Sc R6 | Other securities | — | — | $8.4M | 4.2% | |
| Victory Sycamore Estb Val R6 | Other securities | — | — | $8.3M | 4.1% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $8.1M | 4.1% | |
| Goldman Small Cap Value Insights R6 | Other securities | — | — | $8.0M | 4.0% | |
| American Funds New Perspective | Mutual Funds | — | — | $7.7M | 3.9% | |
| EAGLE MID CAP GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $7.4M | 3.7% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $6.4M | 3.2% | |
| Vanguard Emerging Market Index Admiral | Mutual Funds | — | — | $4.6M | 2.3% | |
| INTERNATIONAL EQUITY FUND FEE CL R1 GREAT GRAY · EIN 38-4139853 / PN 342 | Common Collective Trust | — | — | $3.7M | 1.8% | |
| Nuveen Real Estate Sec R6 | Mutual Funds | — | — | $2.4M | 1.2% | |
| DFA World Ex US Government Fixed Income | Mutual Funds | — | — | $1.8M | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 0.8% | |
| Pimco Commplus Strat Inst | Mutual Funds | — | — | $1.6M | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 0.7% | |
| JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $888K | 0.4% | |
| Notes Receivable From Participants | Other securities | — | — | $721K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL LLC |
| 95-2834236 |
| BOSTON, MA |
| INVESTMENT ADVISORY |
| $108K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOWMAN & COMPANY LLP | 21-0658561 | VOORHEES, NJ | AUDITORS | $17K | — |
