David Robson signed Miller, Canfield, Paddock and Stone PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miller, Canfield, Paddock and Stone PLC's EIN is 38-0836500.
Download the official 2024 Form 5500 (PDF) for Miller, Canfield, Paddock and Stone PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller, Canfield, Paddock and Stone PLC'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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $21K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
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 Total Stock Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $25.2M | 9.7% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $21.0M | 8.1% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $18.2M | 7.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.5M | 6.8% | |
| VANGUARD TARGET RET INC & G TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $16.4M | 6.3% | |
| Fidelity Contrafund | Mutual Funds | — | — | $15.1M | 5.8% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $15.0M | 5.8% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $12.6M | 4.9% | |
| Vanguard Large-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $9.9M | 3.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.6% | |
| Vanguard Fiduciary Trust Company Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $8.8M | 3.4% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $8.5M | 3.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.8M | 3.0% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.7M | 3.0% | |
| Vanguard Total International Stock Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.6M | 2.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $5.7M | 2.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $5.7M | 2.2% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $4.5M | 1.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.8M | 1.5% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $3.3M | 1.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $3.1M | 1.2% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $3.1M | 1.2% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $3.1M | 1.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.1% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $2.7M | 1.0% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.4M | 0.9% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $2.2M | 0.8% | |
| William Blair Small Cap Growth Fund | Other securities | — | — | $2.0M | 0.8% | |
| Vanguard Fiduciary Trust Company Fidelity Puritan Fund | Mutual Funds | — | — | $2.0M | 0.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Vanguard Intermediate-Term Treasury Index Fund | Common Collective Trusts | — | — | $1.7M | 0.7% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $1.7M | 0.7% | |
| Oppenheimer Developing Markets Fund | Mutual Funds | — | — | $1.2M | 0.5% | |
| Janus Henderson Small Cap Value Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| Participants Participant notes receivable with interest rates ranging from 8.75 to 9.5 percent - | Other securities | — | — | $845K | 0.3% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $831K | 0.3% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $753K | 0.3% | |
| Amana Income Fund Institutional Class | Other securities | — | — | $550K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $470K | 0.2% | |
| Amana Growth Fund | Other securities | — | — | $166K | <0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $102K | <0.1% | |
| VANGUARD TRGT RETIREMENT INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust | Mutual Funds | — | — | $23K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
