Derek Redman signed Plunkett Cooney, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plunkett Cooney, P.C.'s EIN is 38-1896842.
Download the official 2024 Form 5500 (PDF) for Plunkett Cooney, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plunkett Cooney, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $19.9M | 22.9% | |
| Charles Schwab US Large-Cap ETF | Mutual Funds | — | — | $9.1M | 10.5% | |
| Charles Schwab US Aggregate Bond ETF | Mutual Funds | — | — | $7.6M | 8.8% | |
| Charles Schwab US Large-Cap Growth ETF | Mutual Funds | — | — | $6.5M | 7.5% | |
| Charles Schwab International Equity ETF | Mutual Funds | — | — | $6.0M | 6.9% | |
| Charles Schwab US TIPS ETF | Mutual Funds | — | — | $5.5M | 6.3% | |
| Vanguard Short-Term Bond ETF | Mutual Funds | — | — | $4.8M | 5.6% | |
| Charles Schwab US Large-Cap Value ETF | Mutual Funds | — | — | $3.6M | 4.1% | |
| Charles Schwab US Dividend Equity ETF | Mutual Funds | — | — | $3.2M | 3.7% | |
| iShares iBoxx $ High Yield Corporate Bond ETF | Other securities | — | — | $2.4M | 2.7% | |
| Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $2.2M | 2.5% | |
| SPDR S&P 400 Mid Cap Growth ETF | Other securities | — | — | $2.2M | 2.5% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $2.1M | 2.4% | |
| iShares JPMorgan USD Emerging Markets Bond ETF | Other securities | — | — | $1.8M | 2.1% | |
| Charles Schwab US REIT ETF | Mutual Funds | — | — | $1.8M | 2.1% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $1.8M | 2.0% | |
| iShares Core S&P Mid-Cap ETF | Other securities | — | — | $1.8M | 2.0% | |
| Vanguard Small Cap Growth-ETF | Mutual Funds | — | — | $1.7M | 2.0% | |
| Charles Schwab US Small-Cap ETF | Mutual Funds | — | — | $1.4M | 1.6% | |
| Charles Schwab Bank Savings | Mutual Funds | — | — | $832K | 1.0% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 percent to 9.50 percent - | Other securities | — | — | $290K | 0.3% | |
| iShares MSCI EAFE Small-Cap ETF | Other securities | — | — | $227K | 0.3% | |
| iShares MSCI EAFE Value ETF | Other securities | — | — | $159K | 0.2% | |
| Vanguard Short-Term Government Bond ETF | U.S. Treasuries | — | — | $139K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNING ALTERNATIVES LTD | 38-2435260 | — | NONE | $6K | — |
| SHUTTLEWORTH & COMPANY | 31-1641657 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $497 | — |
