Timothy Laspaluto signed The Association of International Certified Professional Accountants' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Association of International Certified Professional Accountants' EIN is 36-4847532.
Download the official 2024 Form 5500 (PDF) for The Association of International Certified Professional Accountants from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Association of International Certified Professional Accountants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHSTREAM ADVISORS INC | 20-1192795 | — | NONE | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $63.1M | 23.5% | |
| VANGUARD WELLINGTON ADMIRAL SH Registered Investment Company | Mutual Funds | — | — | $34.4M | 12.8% | |
| T. Rowe Price Mid-Cap Fund Mutual fund | Other securities | — | — | $16.9M | 6.3% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $14.7M | 5.4% | |
| Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $14.3M | 5.3% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $13.1M | 4.9% | |
| Baird Core Plus Bond Fund Mutual fund | Other securities | — | — | $11.6M | 4.3% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $10.7M | 4.0% | |
| PRIMECAP Odyssey Growth Fund Mutual fund | Mutual Funds | — | — | $10.1M | 3.7% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $8.7M | 3.2% | |
| Vanguard Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $8.6M | 3.2% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $8.1M | 3.0% | |
| DFA US Small Cap Fund Mutual fund | Mutual Funds | — | — | $7.6M | 2.8% | |
| Dodge & Cox International Stock Fund Mutual fund | Mutual Funds | — | — | $6.6M | 2.5% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $6.4M | 2.4% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $5.9M | 2.2% | |
| Vanguard Total International Stock Institutional Fund Mutual fund | Mutual Funds | — | — | $5.8M | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $5.2M | 1.9% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $4.9M | 1.8% | |
| AQR EMERGING EQUITIES CIF GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 003 | Common Collective Trust | — | — | $4.8M | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| participant account balance | Other securities | — | — | $1.8M | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $997K | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $910K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $162K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
