SARA McGurk signed Weber Gallagher Simpson Stapleto's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weber Gallagher Simpson Stapleto's EIN is 23-2668892.
Download the official 2024 Form 5500 (PDF) for Weber Gallagher Simpson Stapleto from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weber Gallagher Simpson Stapleto'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $6.6M | 19.3% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $4.0M | 11.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.6M | 10.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.5M | 10.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.6M | 4.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.3M | 3.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $879K | 2.6% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $768K | 2.2% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $717K | 2.1% | |
| VICTORY RS GLOBAL FUND R6 | Registered Investment Companies | — | — | $713K | 2.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $704K | 2.1% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $618K | 1.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $548K | 1.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $525K | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $503K | 1.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $489K | 1.4% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $438K | 1.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $395K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $383K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $351K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $316K | 0.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $270K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $189K | 0.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $188K | 0.5% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $139K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $95K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $88K | 0.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $86K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-2648231 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
