Ashanti Leday signed Robertson, Anshutz & Schneid PL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robertson, Anshutz & Schneid PL's EIN is 27-2872886.
Download the official 2024 Form 5500 (PDF) for Robertson, Anshutz & Schneid PL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robertson, Anshutz & Schneid PL'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $22K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $974K | 15.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $677K | 10.6% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $609K | 9.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $506K | 7.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $401K | 6.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $393K | 6.1% | |
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $352K | 5.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $346K | 5.4% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $304K | 4.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $277K | 4.3% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $255K | 4.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $251K | 3.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $226K | 3.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $171K | 2.7% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $148K | 2.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $146K | 2.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $83K | 1.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $70K | 1.1% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $57K | 0.9% | |
| INVESCO EQV EM MKTS ALL CAP R6 | Registered Investment Companies | — | — | $55K | 0.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $32K | 0.5% | |
| PUT DYNAMIC ASSET ALLOC CON R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $15K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $2K | <0.1% | |
| TRP RETIREMENT 2010 I | 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.
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