Rachel Rice signed Padilla Speer Beardsley Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Padilla Speer Beardsley Inc.'s EIN is 41-0793514.
Download the official 2024 Form 5500 (PDF) for Padilla Speer Beardsley Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Padilla Speer Beardsley Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $39.2M | $5.5M | 13.9% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $4.8M | 12.2% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $3.8M | 9.6% | |
| VANG GROWTH IDX ADM | Common Collective Trusts | — | — | $3.7M | 9.4% | |
| NB STRATEGIC INC IS | Common Stocks | — | — | $3.4M | 8.5% | |
| VANG EQUITY INC ADM | Common Stocks | — | — | $2.7M | 6.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $2.7M | 6.7% | |
| F CAP WORLD G&I R6 | Other securities | — | — | $2.3M | 5.8% | |
| BLKRK EMERGING MKT I | Other securities | — | — | $1.3M | 3.4% | |
| AM CENT SMCAP VAL R6 | Other securities | — | — | $1.1M | 2.9% | |
| VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $1.1M | 2.8% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $987K | 2.5% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $972K | 2.5% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $906K | 2.3% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $797K | 2.0% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $492K | 1.2% | |
| DFA INVT GRD PORT IS | Mutual Funds | — | — | $433K | 1.1% | |
| DFA INTL SUS CORE 1A | Mutual Funds | — | — | $378K | 1.0% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $311K | 0.8% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $307K | 0.8% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | — | $282K | 0.7% | |
| BLKRK MIDCAP GRTH IS | Other securities | — | — | $276K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $264K | 0.7% | |
| FID INTL CAP APPR K6 | Mutual Funds | — | — | $220K | 0.6% | |
| C&S REAL ESTATE A | Other securities | — | — | $176K | 0.4% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $145K | 0.4% | |
| Notes Receivable from Participants | Other securities | — | — | $118K | 0.3% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
