Sarah Diller signed Shumaker, LOOP and Kendrick, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shumaker, LOOP and Kendrick, LLP's EIN is 34-4439491.
Download the official 2024 Form 5500 (PDF) for Shumaker, LOOP and Kendrick, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shumaker, LOOP and Kendrick, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $103K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab*** Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $53.9M | 18.8% | |
| Fifth Third Bank*** Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $39.6M | 13.8% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $27.7M | 9.7% | |
| Harbor Capital Appreciation Fund Inst | Other securities | — | — | $23.2M | 8.1% | |
| Vanguard Wellington Fund Adm | Mutual Funds | — | — | $18.1M | 6.3% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $8.9M | 3.1% | |
| Vanguard Total Bond Market Index Institutional | Mutual Funds | — | — | $8.5M | 3.0% | |
| Vanguard Mid Cap Index Ins | Mutual Funds | — | — | $8.3M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.2% | |
| GOLDMAN SACHS STABLE VALUE CIT INV GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.3M | 2.2% | |
| Invesco Global R6 | Mutual Funds | — | — | $6.2M | 2.1% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $5.9M | 2.1% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $5.8M | 2.0% | |
| Federated Govt Obligations Fund IS Shares | Other securities | — | — | $5.6M | 2.0% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $4.8M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2050 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.6M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.4% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $4.1M | 1.4% | |
| Vanguard Inflation Protected Secs Admiral | Mutual Funds | — | — | $3.9M | 1.4% | |
| MFS Value R6 | Mutual Funds | — | — | $3.9M | 1.4% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $3.7M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.1% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $3.1M | 1.1% | |
| T. ROWE PRICE RETIREMENT BAL TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $2.4M | 0.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $2.3M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| Hotchkis and Wiley High Yield I | Other securities | — | — | $2.1M | 0.7% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | — | $1.9M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| Invesco International Bond R6 | Mutual Funds | — | — | $1.8M | 0.6% | |
| Principal Short-Term Income Inst | Other securities | — | — | $1.7M | 0.6% | |
| T. Rowe Price U.S. Small Cap Growth Equity Fund I | Other securities | — | — | $1.7M | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.2M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $796K | 0.3% | |
| Various Cash Surrender Value of Life Insurance | Cash / Money Market | — | — | $525K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $331K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $172K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRSTA T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $135K | <0.1% |
