Gregory Moody signed Codilis & Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Codilis & Associates, P.C.'s EIN is 36-3258748.
Download the official 2024 Form 5500 (PDF) for Codilis & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Codilis & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | — | NORTHBROOK, IL | NONE | $18K | — |
| HOWARD SIMON & ASSOCIATES, INC. | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Y | Mutual Funds | — | — | $9.7M | 26.1% | |
| JPMorgan Vanguard Windsor Fund Admiral Shares | Mutual Funds | — | — | $3.9M | 10.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 7.5% | |
| Victory Sycamore Victory Sycamore Established Value Fund | Other securities | — | — | $2.3M | 6.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.1M | 5.6% | |
| State Street State Street Balanced Index Fund K | Common Collective Trusts | — | — | $2.1M | 5.5% | |
| Nationwide Geneva Small Cap Growth Fund Institutional Service Class | Other securities | — | — | $1.5M | 4.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 2.9% | |
| BlackRock 80/20 Target Allocation Fund | Other securities | — | — | $1.1M | 2.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $953K | 2.6% | |
| Diamond Hill Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $911K | 2.4% | |
| Principal MIDCAP FUND Class R6 | Other securities | — | — | $820K | 2.2% | |
| Calvert International Equity Fund Class I | Other securities | — | — | $811K | 2.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $662K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $627K | 1.7% | |
| Baird Core Baird Core Plus Bond Fund;Institutional | Other securities | — | — | $498K | 1.3% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $444K | 1.2% | |
| Nationwide Life Insurance Company Nationwide Fixed Select Contract | Common Stocks | — | — | $424K | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $371K | 1.0% | |
| America Funds American Funds New World Fund R6 | Mutual Funds | — | — | $355K | 1.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $329K | 0.9% | |
| Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $246K | 0.7% | |
| DFA International Large cap Growth Fund | Mutual Funds | — | — | $175K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $144K | 0.4% | |
| Participant loans Interest rates at 3.25% - 8.50% -0- | Bonds / Notes | — | — | $123K | 0.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $100K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $99K | 0.3% | |
| Artisan Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $89K | 0.2% | |
| American Funds American Funds New World Fund® Class R-6 | Mutual Funds | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $80K | 0.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $67K | 0.2% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6 | Other securities | — | — | $66K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $65K | 0.2% | |
| Nationwide Loomis All Cap Gr R6 | Other securities | — | — | $59K | 0.2% | |
| JP Morgan JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $57K | 0.2% | |
| JP Morgan JPMorgan Equity Income Fund Class R5 | Other securities | — | — | $54K | 0.1% | |
| Avantis Emerging Market Equity Institutional Class | Other securities | — | — | $50K | 0.1% | |
| PGIM Total Return Bond Fund -Class R6 | Other securities | — | — | $42K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $35K | <0.1% | |
| PIMCO Real Return Institutional Class | Mutual Funds | — | — | $35K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $34K | <0.1% | |
| As of December 31 | Other securities | — | — | $31K | <0.1% | |
| MFS Principal Global Real Estate Securities Fund Class R-6 | Mutual Funds | — | — | $30K | <0.1% | |
| BlackRock Brown Advisory Sustainable Growth I | Other securities | — | — | $30K | <0.1% | |
| Diamond Hill Diamond Hill Mid Cap Fund Class I | Other securities | — | — | $30K | <0.1% | |
| Principal Global Principal Global Real Estate Securities Fund Class R-6 | Other securities | — | — | $29K | <0.1% | |
| Brown Advisory Sustainable Growth I | Other securities | — | — | $29K | <0.1% | |
| Legal & General Legal & General Commodity Strategy Fund | Other securities | — | — | $28K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RIVERWOODS, IL |
| NONE |
| $5K |
| — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | NONE | $0 | — |
