Belin McCormick, P.C.'s EIN is 42-1260002.
Download the official 2024 Form 5500 (PDF) for Belin McCormick, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belin McCormick, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 | |||
|---|---|---|---|
| BTC SELECT EQUITY FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 103 | Common Collective Trust | $834K | 28.5% |
| BTC GROWTH ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 206 | Common Collective Trust | $632K | 21.6% |
| BTC DIVERSIFIED EQUITY FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 107 | Common Collective Trust | $554K | 18.9% |
| BTC AGGRESSIVE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 201 | Common Collective Trust | $408K | 13.9% |
| BTC DIVERSIFIED BOND FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 102 | Common Collective Trust | $170K | 5.8% |
| GOLDMAN SACHS STABLE VALUE THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | $163K | 5.6% |
| BTC MODERATE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 203 | Common Collective Trust | $152K | 5.2% |
| BTC CONSERVATIVE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 207 | Common Collective Trust | $16K | 0.6% |
