Thomas P. Stafford signed Krieg Devault LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Krieg Devault LLP's EIN is 35-1055087.
Download the official 2024 Form 5500 (PDF) for Krieg Devault LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Krieg Devault LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS | 45-5291215 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Managed Account - PCRA Various | Self-Directed Brokerage | — | — | $36.1M | 34.3% | |
| Vanguard 500 Index Admiral 14,564 shares | Common Collective Trusts | — | $15K | $7.9M | 7.5% | |
| Fidelity Large Cap Growth Index 187,381 shares | Mutual Funds | — | $187K | $7.3M | 7.0% | |
| Washington Mutual Fund 98,928 shares | Other securities | — | $99K | $6.1M | 5.8% | |
| Vanguard Target Retirement 2025 304,332 shares | Mutual Funds | — | $304K | $5.7M | 5.4% | |
| Fidelity Advisor Total Bond I 465,909 shares | Mutual Funds | — | $466K | $4.4M | 4.2% | |
| Vanguard Mid Cap Index Admiral 11,010 shares | Mutual Funds | — | $11K | $3.6M | 3.4% | |
| Europacific Growth Fund 63,796 shares | Other securities | — | $64K | $3.4M | 3.3% | |
| Vanguard Target Retirement 2040 75,587 shares | Mutual Funds | — | $76K | $3.3M | 3.1% | |
| PRINC_SHRT_TERM_INC_INSTL Registered Investment Company | Common Stocks | — | — | $3.0M | 2.8% | |
| Principal Short-Term Income Institutional 248,804 shares | Other securities | — | $249K | $3.0M | 2.8% | |
| Vanguard Target Retirement 2045 87,735 shares | Mutual Funds | — | $88K | $2.6M | 2.5% | |
| Vanguard Target Retirement 2030 63,129 shares | Mutual Funds | — | $63K | $2.4M | 2.3% | |
| Baron Small Cap Institutional 70,834 shares | Other securities | — | $71K | $2.3M | 2.2% | |
| Vanguard Target Retirement 2035 93,932 shares | Mutual Funds | — | $94K | $2.3M | 2.1% | |
| Vanguard Target Retirement Income 155,933 shares | Mutual Funds | — | $156K | $2.0M | 1.9% | |
| American Funds Capital World G&I R6 30,271 shares | Mutual Funds | — | $30K | $1.9M | 1.8% | |
| AMERICAN FUNDS CAP WLD G&I R6 Registered Investment Company | Mutual Funds | — | — | $1.9M | 1.8% | |
| Vanguard Target Retirement 2050 37,065 shares | Mutual Funds | — | $37K | $1.8M | 1.8% | |
| PIMCO Income Institutional 157,729 shares | Mutual Funds | — | $158K | $1.7M | 1.6% | |
| Money Market Funds Vanguard Fed Money Market Fund 1,377,568 shares | Mutual Funds | — | $1.4M | $1.4M | 1.3% | |
| Vanguard Target Retirement 2055 21,369 shares | Mutual Funds | — | $21K | $1.2M | 1.1% | |
| Vanguard Small Cap Index Admiral 8,869 shares | Mutual Funds | — | $9K | $1.0M | 1.0% | |
| American Small Cap Value 91,285 shares | Mutual Funds | — | $91K | $964K | 0.9% | |
| PRINCIPAL GLB REAL EST SEC INS Registered Investment Company | Common Stocks | — | $71K | $649K | 0.6% | |
| Vanguard Target Retirement 2020 22,115 shares | Mutual Funds | — | $22K | $586K | 0.6% | |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company | Mutual Funds | — | $11K | $546K | 0.5% | |
| Participant Loans Loan maturity dates through June 2029; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $296K | 0.3% | |
| Vanguard Target Retirement 2065 3,423 shares | Mutual Funds | — | $3K | $115K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $26K |
| — |
| VISE AI ADVISORS LLC | 36-4926318 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODLEY FARRA MANION PORTFOLIO | 35-1964649 | — | NONE | $73K | — |
| FORVIS MAZARS,LLP | 44-0160260 | — | NONE | $22K | — |
| BRUCKE FINANCIAL INC | 82-3439458 | — | NONE | $16K | — |
| PELOTON WEALTH STRATEGISTS INC | 35-1682166 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $641 | — |
