LISA Schwartz signed Simmons Rockwell's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simmons Rockwell's EIN is 23-1664884.
Download the official 2024 Form 5500 (PDF) for Simmons Rockwell from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simmons Rockwell's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | 47-1058535 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.9M | 18.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.1M | 13.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.9M | 12.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 10.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 7.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $959K | 6.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $663K | 4.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $571K | 3.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $533K | 3.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $405K | 2.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $387K | 2.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $349K | 2.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $209K | 1.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $180K | 1.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $162K | 1.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $156K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $155K | 1.0% | |
| MFS MID CAP VALUE FUND - R6 15 REGISTERED INVESTMENT COMPANY AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $146K | 0.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $142K | 0.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $114K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $66K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $55K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $53K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $52K | 0.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $51K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $38K | 0.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| GS INTL EQ INSIGHTS R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
