BRAD Supel signed Babst, Calland, Clements & Zomnir, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Babst, Calland, Clements & Zomnir, P.C.'s EIN is 25-1523683.
Download the official 2024 Form 5500 (PDF) for Babst, Calland, Clements & Zomnir, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Babst, Calland, Clements & Zomnir, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 TRUST COMPANY | 42-1558009 | — | TRUSTEE/CUSTODIAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.9M | 99.4% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 18.0% | |
| BLACKROCK MSCI ACWI EX-U.S. IND R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $972K | 10.9% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $481K | 5.4% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT G · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $386K | 4.3% | |
| PGIM TOTAL RETURN BOND FUND CIT R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $359K | 4.0% | |
| CLEARBRIDGE LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $216K | 2.4% | |
| EMERGING MARKETS FUND CLASS R GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $18K | 0.2% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3082445 / PN 010 | Common Collective Trust | — | — | $48 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT. ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $5K | — |
