Thomas Deboom signed Simmons Perrine Moyer Bergman PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simmons Perrine Moyer Bergman PLC's EIN is 42-0665669.
Download the official 2024 Form 5500 (PDF) for Simmons Perrine Moyer Bergman PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simmons Perrine Moyer Bergman PLC'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT, INC. | 42-1460565 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | — | — | $13.8M | 24.3% | |
| Charles Schwab S&P 500 Index | Common Collective Trusts | — | — | $10.0M | 17.6% | |
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | — | — | $8.5M | 14.9% | |
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | — | — | $5.4M | 9.5% | |
| Self-Directed Brokerage Account * Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $4.8M | 8.4% | |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | — | — | $2.9M | 5.0% | |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| Vanguard Growth Index | Mutual Funds | — | — | $2.7M | 4.7% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $872K | 1.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $815K | 1.4% | |
| s * Charles Schwab International Index | Mutual Funds | — | — | $779K | 1.4% | |
| Money Market Fund * Charles Schwab Money Market Deposit | Mutual Funds | — | — | $439K | 0.8% | |
| DFA US Core Equity 1 | Mutual Funds | — | — | $415K | 0.7% | |
| Doubleline Total Return Bond Fund Class N | Other securities | — | — | $382K | 0.7% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $322K | 0.6% | |
| Vanguard Growth Index | Mutual Funds | — | — | $258K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $135K | 0.2% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $115K | 0.2% | |
| Loomis Sayles Global Bond Fund Inst Class | Other securities | — | — | $70K | 0.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $68K | 0.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $59K | 0.1% | |
| Deleware Diversified Income Instl | Other securities | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $7K | <0.1% | |
| Driehaus Emerging Markets Growth Inv | Other securities | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $41 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
