Richard Shappell signed Dilworth Paxson LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dilworth Paxson LLP's EIN is 23-1398811.
Download the official 2024 Form 5500 (PDF) for Dilworth Paxson LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dilworth Paxson LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWER BRIDGE ADVISORS, INC | — | WEST CONSHOHOCKEN, PA | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY | 23-2329854 | RADNOR, PA | NONE | $22K | — |
| FIDUCIARY SERVICES GROUP LLC |
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.
| 82-2384824 |
| PHILADELPHIA, PA |
| NONE |
| $19K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $24.5M | 30.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $7.8M | 9.8% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $7.4M | 9.3% | |
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $5.4M | 6.8% | |
| Vanguard Equity- Income Adm | Mutual Funds | — | — | $5.0M | 6.4% | |
| American Funds American EuroPacific Growth Fund | Mutual Funds | — | — | $4.1M | 5.2% | |
| Janus Henderson Janus Henderson Enterprise N | Mutual Funds | — | — | $3.8M | 4.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.6% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares - Vanguard Selected Value Inv | Common Collective Trusts | — | — | $2.5M | 3.2% | |
| Vanguard Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $2.3M | 2.9% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $2.1M | 2.7% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $2.0M | 2.6% | |
| Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $1.6M | 2.0% | |
| Dodge & Cox Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $1.0M | 1.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.0M | 1.3% | |
| Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $931K | 1.2% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $831K | 1.0% | |
| Money Market Retirement Cash | Cash / Money Market | — | — | $548K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $442K | 0.6% | |
| Federated Equity Federated Institutional High Yield | Other securities | — | — | $374K | 0.5% | |
| JP Morgan JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $343K | 0.4% | |
| Participants Participant Loans, Rates from 4.25% to 10.50% - | Bonds / Notes | — | — | $294K | 0.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $70K | <0.1% |
