Donald Campbell signed Collins Einhorn Farrell PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Collins Einhorn Farrell PC's EIN is 38-2040178.
Download the official 2024 Form 5500 (PDF) for Collins Einhorn Farrell PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Collins Einhorn Farrell PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | ADVISOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT HYBRID 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $5.6M | 28.3% | |
| T ROWE PRICE RETIREMENT HYBRID 2035 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $3.4M | 17.1% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.8M | 9.1% | |
| T ROWE PRICE RETIREMENT HYBRID 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.7M | 8.4% | |
| T ROWE PRICE RETIREMENT HYBRID 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $1.3M | 6.5% | |
| FIAM CORE PLUS COMMINGLED POOLED FIDELITY INSTITUTIONAL ASSET MGT TRUST CO. · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| T ROWE PRICE RETIREMENT HYBRID 2025 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $765K | 3.9% | |
| T ROWE PRICE RETIREMENT HYBRID 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $493K | 2.5% | |
| T. Rowe Price T. Rowe Price QM US Small Cap Growth Equity | Other securities | — | — | $488K | 2.5% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $456K | 2.3% | |
| T ROWE PRICE RETIREMENT HYBRID 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $428K | 2.2% | |
| with various maturity dates through August 2033 | Other securities | — | — | $220K | 1.1% | |
| T ROWE PRICE RETIREMENT HYBRID 2020 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $178K | 0.9% | |
| MFS International Value | Mutual Funds | — | — | $165K | 0.8% | |
| PIMCO Inc. Institutional | Mutual Funds | — | — | $163K | 0.8% | |
| Great Grey Trust Company Great Grey EuroPacific Growth | Common Stocks | — | — | $161K | 0.8% | |
| GR GRAY EUROPACIFIC GROWT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $161K | 0.8% | |
| T ROWE PRICE RETIREMENT HYBRID 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $160K | 0.8% | |
| T ROWE PRICE RETIREMENT HYBRID 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $143K | 0.7% | |
| T. Rowe Price T. Rowe Price Institutional Mid-Cap Equity | Other securities | — | — | $129K | 0.6% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $121K | 0.6% | |
| American Funds American Beacon Small Cap Val Instl | Mutual Funds | — | — | $61K | 0.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $55K | 0.3% | |
| BlackRock Equity Dividend | Other securities | — | — | $47K | 0.2% | |
| Vanguard Inflation Prot Sec Adm | Mutual Funds | — | — | $30K | 0.2% | |
| T ROWE PRICE RETIREMENT HYBRID 2065 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $24K | 0.1% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $23K | 0.1% | |
| JP Morgan JP Morgan Mid Cap Value | Other securities | — | — | $16K | <0.1% | |
| T ROWE PRICE RETIREMENT HYBRID 2010 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1K | <0.1% | |
| T ROWE PRICE RETIREMENT HYBRID 2005 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1K | <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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $21K | — |
