Scott Lippert signed Pashman & Stein, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pashman & Stein, PC's EIN is 22-3384189.
Download the official 2024 Form 5500 (PDF) for Pashman & Stein, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pashman & Stein, PC'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 |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 | Mutual Funds | — | — | $3.0M | 13.2% | |
| Self-Directed Brokerage Account Common stock, mutual funds, and cash | Self-Directed Brokerage | — | — | $2.4M | 10.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.7M | 7.8% | |
| American Funds Target Date Retirement 2035 | Mutual Funds | — | — | $1.7M | 7.7% | |
| Fidelity Growth Discovery | Mutual Funds | — | — | $1.4M | 6.3% | |
| American Funds Target Date Retirement 2040 | Mutual Funds | — | — | $1.3M | 5.8% | |
| American Funds Target Date Retirement 2030 | Mutual Funds | — | — | $1.3M | 5.8% | |
| Vanguard Cash Reserves | Mutual Funds | — | — | $1.3M | 5.6% | |
| American Funds Target Date Retirement 2025 | Mutual Funds | — | — | $955K | 4.2% | |
| American Funds Target Date Retirement 2055 | Mutual Funds | — | — | $849K | 3.8% | |
| Fidelity Puritan | Mutual Funds | — | — | $815K | 3.6% | |
| American Funds Target Date Retirement 2050 | Mutual Funds | — | — | $735K | 3.3% | |
| Fidelity Worldwide | Mutual Funds | — | — | $656K | 2.9% | |
| Fidelity Growth Strategies | Mutual Funds | — | — | $629K | 2.8% | |
| American Funds Target Date Retirement 2010 | Mutual Funds | — | — | $565K | 2.5% | |
| Fidelity Stock Selector Large Cap Value | Mutual Funds | — | — | $531K | 2.4% | |
| American Funds Target Date Retirement 2020 | Mutual Funds | — | — | $319K | 1.4% | |
| Loomis Sayles Global Allocation | Other securities | — | — | $274K | 1.2% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $244K | 1.1% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $239K | 1.1% | |
| Pimco Income Institutional | Mutual Funds | — | — | $169K | 0.7% | |
| American Funds Target Date Retirement 2060 | Mutual Funds | — | — | $151K | 0.7% | |
| American Beacon Small Cap Value | Other securities | — | — | $150K | 0.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $149K | 0.7% | |
| Blackrock High Yield | Other securities | — | — | $145K | 0.6% | |
| Blackrock Inflation Protection Bond | Other securities | — | — | $143K | 0.6% | |
| Fidelity International Small Cap Opportunities | Mutual Funds | — | — | $139K | 0.6% | |
| maturities through May 2034 | Other securities | — | — | $136K | 0.6% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $110K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $86K | 0.4% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $79K | 0.4% | |
| American Funds Target Date Retirement 2015 | Mutual Funds | — | — | $42K | 0.2% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity International Value | Mutual Funds | — | — | $11K | <0.1% | |
| Great Grey Trust Company, LLC MyWay Retirement GL BD R | Common Stocks | — | — | $6K | <0.1% | |
| O4ZP-MWR GLOBAL BOND R FIDELITY INVESTMENTS INSTITUTIONAL · EIN 04-2647786 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Fidelity International Capital Appreciation | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
