Claude E. Blankenship, Jr. signed Blankenship CPA Group, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blankenship CPA Group, PLLC's EIN is 45-0491842.
Download the official 2024 Form 5500 (PDF) for Blankenship CPA Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blankenship CPA Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SER. | — | IRVINE, CA | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS | — | FRANKLIN, TN | INVESTMENT ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Fund R6 73,168.515 shares | Mutual Funds | — | — | $1.1M | 8.6% | |
| Fidelity Investments Fidelity Contrafund 47,515.270 shares | Mutual Funds | — | — | $999K | 7.7% | |
| American Funds American Funds 2040 Target Date Fund R6 47,439.706 shares | Mutual Funds | — | — | $975K | 7.5% | |
| American Funds American Funds 2035 Target Date Fund R6 45,780.244 shares | Mutual Funds | — | — | $872K | 6.7% | |
| American Funds American Funds 2030 Target Date Fund R6 45,466.674 shares | Mutual Funds | — | — | $786K | 6.1% | |
| American Funds American Funds 2020 Target Date Fund R6 53,494.377 shares | Mutual Funds | — | — | $720K | 5.5% | |
| Vanguard 500 Index Fund - Admiral 1,268.955 shares | Common Collective Trusts | — | — | $689K | 5.3% | |
| American Funds American Funds 2055 Target Date Fund R6 25,203.614 shares | Mutual Funds | — | — | $666K | 5.1% | |
| American Funds American Funds 2015 Target Date Fund R6 54,266.386 shares | Mutual Funds | — | — | $665K | 5.1% | |
| Vanguard Mid Cap Index Adm 1,481.224 shares | Mutual Funds | — | — | $484K | 3.7% | |
| Dodge & Cox Dodge & Cox Stock Fund - I 1,787.747 shares | Mutual Funds | — | — | $460K | 3.5% | |
| American Funds American Funds AmCap R6 9,859.346 shares | Mutual Funds | — | — | $431K | 3.3% | |
| American Funds American Funds 2010 Target Date Fund R6 36,011.322 shares | Mutual Funds | — | — | $418K | 3.2% | |
| American Funds American Funds Investment Co of America R6 7,246.487 shares | Mutual Funds | — | — | $418K | 3.2% | |
| American Funds American Funds 2045 Target Date Fund R6 18,726.732 shares | Mutual Funds | — | — | $397K | 3.1% | |
| American Funds American Funds 2050 Target Date Fund R6 16,749.274 shares | Mutual Funds | — | — | $350K | 2.7% | |
| American Funds American Funds US Government Money Market R6 333,928.160 shares | Mutual Funds | — | — | $334K | 2.6% | |
| American Funds American Funds Capital Inc Bldr R6 4,221.430 shares | Mutual Funds | — | — | $291K | 2.2% | |
| American Funds American Funds 2060 Target Date Fund R6 14,545.695 shares | Mutual Funds | — | — | $261K | 2.0% | |
| Vanguard Small Cap Index Fund - Admiral 2,006.172 shares | Common Collective Trusts | — | — | $231K | 1.8% | |
| American Funds American Funds 2065 Target Date Fund R6 12,624.665 shares | Mutual Funds | — | — | $221K | 1.7% | |
| American Funds American Funds EuroPacific GR R6 3,827.462 shares | Mutual Funds | — | — | $206K | 1.6% | |
| American Funds American Funds American Balanced R6 5,614.311 shares | Mutual Funds | — | — | $193K | 1.5% | |
| American Funds American Funds New World R6 2,182.021 shares | Mutual Funds | — | — | $168K | 1.3% | |
| American Funds American Funds Washington Mutual R6 1,989.975 shares | Mutual Funds | — | — | $123K | 0.9% | |
| American Funds American Funds Income Fund of America R6 4,528.042 shares | Mutual Funds | — | — | $111K | 0.9% | |
| Clearbridge International Growth I 1,460.664 shares | Other securities | — | — | $94K | 0.7% | |
| American Funds American Funds Bond Fund of America R6 7,747.580 shares | Mutual Funds | — | — | $86K | 0.7% | |
| American Funds American Funds Capital World Bond R6 3,927.509 shares | Mutual Funds | — | — | $61K | 0.5% | |
| Participant Loans (1) | Participant loans | — | — | $61K | 0.5% | |
| BlackRock Mid-Cap Growth Equity K 1,176.201 shares | Other securities | — | — | $51K | 0.4% | |
| American Century American Century Small Cap Value R6 2,797.701 shares | Other securities | — | — | $30K | 0.2% | |
| Lord Abbett Lord Abbett High Yield R6 2,785.391 shares | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds American Funds US Government Sec R6 576.049 shares | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds American Funds Interm Bd Fd of America R6 201.562 shares | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Funds 2070 Target Date Fund R6 107.049 shares | 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 |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES | — | BRENTWOOD, TN | CONTRACT ADMIN | $840 | — |
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMIN | $270 | — |
