Todd Adamitis signed Simmons Hanly Conroy LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simmons Hanly Conroy LLP's EIN is 37-1387830.
Download the official 2024 Form 5500 (PDF) for Simmons Hanly Conroy LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simmons Hanly Conroy LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $22.5M | 17.7% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $17.0M | 13.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $14.4M | 11.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $11.3M | 8.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.1M | 7.2% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.0M | 7.1% | |
| Principal Life Insurance Company Principal Large-Cap Growth I SA-Z | Common Stocks | — | — | $5.6M | 4.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5.6M | 4.4% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.7M | 3.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.2M | 3.3% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.6M | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.5M | 2.0% | |
| Principal Life Insurance Company Principal Mid-Cap S&P 400 Index SA-Z Fund | Common Stocks | — | — | $2.4M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.4M | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.2M | 1.7% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.8M | 1.4% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| John Hancock John Hancock Disciplined Value Mid-Cap R6 Fund | Other securities | — | — | $1.4M | 1.1% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| American Beacon Funds American Beacon Small Cap Value R6 Fund | Other securities | — | — | $1.3M | 1.0% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| PGIM Investments, LLC PGIM Total Return Bond R6 Fund | Other securities | — | — | $932K | 0.7% | |
| Blackrock Mid-Cap Growth Equity K Fund | Other securities | — | — | $810K | 0.6% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Collective Investment Trust | Common Collective Trusts | — | — | $790K | 0.6% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $790K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $732K | 0.6% | |
| Oppenheimer Invesco Discovery R6 Fund | Mutual Funds | — | — | $355K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $146K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $9K | <0.1% | |
| (E) | Other securities | — | $9K | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <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 |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES, INC. | 59-1237041 | — | CONSULTANT | $0 | — |
