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 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $210 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.1M | 12.3% | |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company | Mutual Funds | — | — | $1.6M | 9.3% | |
| American Funds American Funds Fundamental Investors | Mutual Funds | — | — | $1.4M | 8.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.4M | 7.9% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $1.3M | 7.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.1M | 6.4% | |
| MFS Growth R6 | Mutual Funds | — | — | $1.0M | 6.0% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $813K | 4.7% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $716K | 4.1% | |
| Personal Choice Retirement Brokerage account | Self-Directed Brokerage | — | — | $670K | 3.9% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $596K | 3.5% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $514K | 3.0% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $488K | 2.8% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $422K | 2.4% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $387K | 2.2% | |
| BlackRock Inflation Protected Bond | Other securities | — | — | $385K | 2.2% | |
| Victory Capital Victory Sycamore Established Value | Other securities | — | — | $318K | 1.8% | |
| PIMCO Total Return | Mutual Funds | — | — | $289K | 1.7% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | Other securities | — | — | $287K | 1.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $247K | 1.4% | |
| Charles Schwab Bank Schwab Retirement Government Money Fund | Mutual Funds | — | — | $175K | 1.0% | |
| Fidelity Investments Fidelity Extended Mkt Index | Mutual Funds | — | — | $155K | 0.9% | |
| DFA International Small Company | Mutual Funds | — | — | $152K | 0.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $139K | 0.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $135K | 0.8% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $94K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $72K | 0.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $66K | 0.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $48K | 0.3% | |
| Vanguard Total International Bond Index Adm | Mutual Funds | — | — | $43K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2025 93 Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
