Lorraine Horton signed Stradley, Ronon, Stevens & Young, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stradley, Ronon, Stevens & Young, LLP's EIN is 23-1130381.
Download the official 2024 Form 5500 (PDF) for Stradley, Ronon, Stevens & Young, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stradley, Ronon, Stevens & Young, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement 1 Brokerage account | Self-Directed Brokerage | — | — | $72.5M | 38.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $17.3M | 9.2% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $7.6M | 4.0% | |
| MFS Growth | Mutual Funds | — | — | $7.0M | 3.7% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $6.8M | 3.6% | |
| American Funds American Funds Fundamental Investors | Mutual Funds | — | — | $6.4M | 3.4% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $5.6M | 3.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $5.6M | 3.0% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $4.9M | 2.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $4.1M | 2.2% | |
| Fidelity Investments Fidelity Extended Mkt Index | Mutual Funds | — | — | $4.0M | 2.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $3.6M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.3M | 1.8% | |
| Personal Choice Retirement 2 Brokerage account | Self-Directed Brokerage | — | — | $3.1M | 1.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | Other securities | — | — | $2.8M | 1.5% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $2.7M | 1.4% | |
| PIMCO Total Return | Mutual Funds | — | — | $2.7M | 1.4% | |
| Victory Capital Victory Sycamore Established Value | Other securities | — | — | $2.7M | 1.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.4M | 1.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.3M | 1.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2.3M | 1.2% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $2.0M | 1.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.7M | 0.9% | |
| BlackRock Inflation Protected Bond | Other securities | — | — | $1.6M | 0.8% | |
| Charles Schwab Bank Schwab Retirement Government Money Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| DFA International Small Company | Mutual Funds | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $849K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $794K | 0.4% | |
| Vanguard Total International Bond Index Adm | Mutual Funds | — | — | $742K | 0.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $736K | 0.4% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $368K | 0.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $237K | 0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4319587 |
| — |
| NONE |
| $25K |
| — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $17K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $8K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY | 23-2329854 | — | NONE | $46K | — |
| ABACUS PLANNING GROUP INC | 56-2074442 | — | NONE | $30K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $10K | — |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 94-3106735 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
