Matthew Kubik signed Armstrong Teasdale LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Armstrong Teasdale LLP's EIN is 43-1274026.
Download the official 2024 Form 5500 (PDF) for Armstrong Teasdale LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Armstrong Teasdale LLP's plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $27K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $23.7M | 22.7% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $7.3M | 7.0% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.2M | 6.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.3M | 6.0% | |
| Vanguard Windsor Fund Admiral Shares | Mutual Funds | — | — | $6.0M | 5.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $5.4M | 5.1% | |
| Vanguard Cash Reserve Federal MM Fund Admiral Shares | Mutual Funds | — | — | $4.8M | 4.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.3M | 4.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.3M | 4.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4.2M | 4.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $3.8M | 3.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.4M | 3.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.2M | 3.0% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $3.1M | 2.9% | |
| JPMorgan Large Cap Growth Fund - Class R6 | Other securities | — | — | $2.7M | 2.5% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $2.2M | 2.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.2M | 1.2% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| The Vanguard Group Mutual Funds Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $1.2M | 1.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $946K | 0.9% | |
| MFS Mid Cap Growth Fund - Class R6 | Mutual Funds | — | — | $282K | 0.3% | |
| Participant Self-Directed Accounts | Self-Directed Brokerage | — | — | $196K | 0.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $163K | 0.2% | |
| Participant Notes Receivable * (Maturing At Various Dates Through November 2029, With Interest Rates Ranging From 4.25% To 9.50%) | Bonds / Notes | — | — | $147K | 0.1% | |
| MFS Mid Cap Value Fund - Class R6 | Mutual Funds | — | — | $133K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $75K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
