Connor Co.'s EIN is 37-0366580.
Download the official 2024 Form 5500 (PDF) for Connor Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connor Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $13.9M | 21.3% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $12.3M | 18.7% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $11.7M | 17.9% | |
| American Funds American Funds CAP World G & I | Mutual Funds | — | — | $8.3M | 12.6% | |
| American Funds American FD American | Mutual Funds | — | — | $4.5M | 6.8% | |
| Metropolitan Total Return I | Other securities | — | — | $3.2M | 4.9% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.7% | |
| Schwab Money Market Fund | Mutual Funds | — | — | $3.0M | 4.6% | |
| Vanguard Short Term Admiral | Mutual Funds | — | — | $1.8M | 2.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.4M | 2.1% |
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 |
|---|---|---|---|---|---|
| DAVID VAUGHAN INVESTMENTS, INC. | 37-1272863 | — | FINANCIAL ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | TRUSTEE | $0 | — |
