Jonathan Paloma signed Perkins&WILL, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perkins&WILL, Inc.'s EIN is 36-2690384.
Download the official 2024 Form 5500 (PDF) for Perkins&WILL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perkins&WILL, Inc.'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), life insurance.
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 | $225K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $16K |
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.
| — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $51K | — |
| PRIVATE OCEAN | 20-5742052 | — | NONE | $9K | — |
| STEELPEAK WEALTH LLC | — | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $57.0M | 13.7% | |
| T ROWE PRICE GROWTH STOCK FUND Registered Investment Company | Mutual Funds | — | — | $35.6M | 8.6% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $26.1M | 6.3% | |
| FIDELITY FREEDOM 2050 INSTL Registered Investment Company | Mutual Funds | — | — | $26.0M | 6.3% | |
| FIDELITY FREEDOM 2045 INSTL Registered Investment Company | Mutual Funds | — | — | $21.8M | 5.3% | |
| DODGE & COX STOCK FUND X Registered Investment Company | Mutual Funds | — | — | $21.5M | 5.2% | |
| FIDELITY FREEDOM 2040 INSTL Registered Investment Company | Mutual Funds | — | — | $20.0M | 4.8% | |
| FIDELITY FREEDOM 2035 INSTL Registered Investment Company | Mutual Funds | — | — | $19.9M | 4.8% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $14.9M | 3.6% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | Common Collective Trusts | — | — | $14.6M | 3.5% | |
| DODGE & COX INTL STOCK X Registered Investment Company | Mutual Funds | — | — | $12.8M | 3.1% | |
| FIDELITY FREEDOM 2055 INSTL Registered Investment Company | Mutual Funds | — | — | $12.8M | 3.1% | |
| VANGUARD FTSE SOCIAL INSTL Registered Investment Company | Mutual Funds | — | — | $12.1M | 2.9% | |
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | Mutual Funds | — | — | $11.4M | 2.8% | |
| FIDELITY FREEDOM 2030 INSTL Registered Investment Company | Mutual Funds | — | — | $11.4M | 2.7% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | Mutual Funds | — | — | $11.3M | 2.7% | |
| FIDELITY FREEDOM 2025 INSTL Registered Investment Company | Mutual Funds | — | — | $10.7M | 2.6% | |
| FIDELITY FREEDOM 2060 INSTL Registered Investment Company | Mutual Funds | — | — | $10.6M | 2.6% | |
| VOYA MIDCAP OPPORTUNITIES I Registered Investment Company | Common Stocks | — | — | $9.5M | 2.3% | |
| JP MORGAN MIDCAP VALUE L Registered Investment Company | Common Stocks | — | — | $8.2M | 2.0% | |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company | Common Stocks | — | — | $7.6M | 1.8% | |
| FIDELITY FREEDOM 2020 INSTL Registered Investment Company | Mutual Funds | — | — | $7.6M | 1.8% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $7.4M | 1.8% | |
| CONESTOGA SMALL CAP Registered Investment Company | Common Stocks | — | — | $6.7M | 1.6% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $6.1M | 1.5% | |
| SCHWAB RET GVMNT MONEY FUND Money Market / Cash Equivalent | Mutual Funds | — | — | $4.3M | 1.0% | |
| FIDELITY FREEDOM 2015 INSTL Registered Investment Company | Mutual Funds | — | — | $2.4M | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $2.0M | 0.5% | |
| FIDELITY FREEDOM INCOME INSTL Registered Investment Company | Mutual Funds | — | — | $1.1M | 0.3% | |
| FIDELITY FREEDOM 2010 INSTL Registered Investment Company | Mutual Funds | — | — | $193K | <0.1% | |
| FIDELITY FREEDOM 2065 INSTL Registered Investment Company | Mutual Funds | — | — | $57K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $1K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% |
