Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's EIN is 38-1863919.
Download the official 2024 Form 5500 (PDF) for Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT MGMT | $24K | — |
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.
| % of plan | |||
|---|---|---|---|
| AMI DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | $2.0M | 15.6% |
| T ROWE PRICE RETIREMENT 2020 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | $1.8M | 13.9% |
| AMI CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $1.4M | 10.6% |
| T ROWE PRICE RETIREMENT 2045 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | $998K | 7.7% |
| T ROWE PRICE RETIREMENT 2035 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | $772K | 6.0% |
| AMI INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | $687K | 5.3% |
| T ROWE PRICE RETIREMENT 2050 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | $643K | 5.0% |
| AMI INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | $632K | 4.9% |
| T ROWE PRICE RETIREMENT 2055 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | $397K | 3.1% |
| RELIANCE METLIFE SERIES 25053 C1 0 RELIANCE METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | $349K | 2.7% |
| T ROWE PRICE RETIREMENT 2040 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | $299K | 2.3% |
| AMI PORTFOLIO DIVERSIERS CLASS 1 ALTA TRUST · EIN 99-0717374 / PN 001 | Common Collective Trust | $234K | 1.8% |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $185K | 1.4% |
| T ROWE PRICE RETIREMENT 2030 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | $174K | 1.4% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $99K | 0.8% |
| T ROWE PRICE RETIREMENT 2060 TR C T ROWE PRICES COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | $73K | 0.6% |
| T ROWE PRICE RETIREMENT 2025 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | $52K | 0.4% |
| SMALL CAP VALUE FUND II FEE CLASSR1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $50K | 0.4% |
| T ROWE PRICE RETIREMENT 2065 TR C T ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | $23K | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | — | DALLAS, TX | INVESTMENT ADVISOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN FINANICAL GROUP | — | LANSING, MI | CONTRACT ADMIN | $6K | — |
