Alison Burkett signed Snowden Capital Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Snowden Capital Advisors LLC's EIN is 45-0997570.
Download the official 2024 Form 5500 (PDF) for Snowden Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Snowden Capital Advisors LLC'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 |
|---|---|---|---|---|---|
| BRINKER CAPITAL, INC | — | BERWYN, PA | INVESTMENT MANAGEMENT | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $3.8M | 18.0% | |
| William Blair Large Cap Growth Class R6 | Other securities | — | — | $3.1M | 14.8% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $1.7M | 7.9% | |
| iShares Core MSCI Total Intl Stk ETF | Other securities | — | — | $1.5M | 7.0% | |
| iShares Core S&P Small-Cap ETF | Other securities | — | — | $1.5M | 7.0% | |
| iShares Core S&P Mid-Cap ETF | Other securities | — | — | $1.4M | 6.5% | |
| MFS Value R6 | Mutual Funds | — | — | $977K | 4.6% | |
| iShares Core High Dividend ETF | Other securities | — | — | $977K | 4.6% | |
| iShares Core US Aggregate Bond ETF | Other securities | — | — | $494K | 2.3% | |
| Demand deposit accounts * AdvisorTrust FDIC Insured DDA | Other securities | — | — | $478K | 2.3% | |
| DoubleLine Total Return Bond I | Other securities | — | — | $450K | 2.1% | |
| Notes receivable from participants Maturity dates of 2025 - 2029 Interest rates of 5.25% - 10.50% | Bonds / Notes | — | — | $424K | 2.0% | |
| iShares ESG Aware MSCI USA ETF | Other securities | — | — | $412K | 1.9% | |
| FullerThaler Behavioral Small-Cap EQ-R6 | Other securities | — | — | $369K | 1.7% | |
| Touchstone Mid Cap Institutional | Other securities | — | — | $338K | 1.6% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | — | $311K | 1.5% | |
| Baron Emerging Markets Retail | Other securities | — | — | $302K | 1.4% | |
| Vanguard Mega Cap ETF | Mutual Funds | — | — | $296K | 1.4% | |
| American Funds Europacific Growth R4 | Mutual Funds | — | — | $261K | 1.2% | |
| iShares Core 1 - 5 Year USD Bond ETF | Other securities | — | — | $218K | 1.0% | |
| Touchstone Small Cap Value Institutional | Other securities | — | — | $200K | 0.9% | |
| DoubleLine Low Duration Bond I | Other securities | — | — | $171K | 0.8% | |
| Causeway International Small Cap | Other securities | — | — | $160K | 0.8% | |
| Driehaus Small Cap Growth Institutional | Other securities | — | — | $157K | 0.7% | |
| Principal Real Estate Securities Fd R-6 | Other securities | — | — | $134K | 0.6% | |
| iShares Core US REIT ETF | Common Stocks | — | — | $107K | 0.5% | |
| JPMorgan High Yield A | Other securities | — | — | $79K | 0.4% | |
| iShares North American Natural Res ETF | Other securities | — | — | $70K | 0.3% | |
| Brandywine Global High Yield I | Other securities | — | — | $68K | 0.3% | |
| Nuveen Real Asset Income I | Mutual Funds | — | — | $66K | 0.3% | |
| TCW Relative Value Large Cap Fund N | Other securities | — | — | $57K | 0.3% | |
| Driehaus Event Driven | Other securities | — | — | $57K | 0.3% | |
| RiverPark Strategic Income Institutional | Other securities | — | — | $53K | 0.2% | |
| DoubleLine Low Dur Emerg Mkts Fxd Inc I | Common Stocks | — | — | $50K | 0.2% | |
| JPMorgan Strategic Income Opports R5 | Other securities | — | — | $50K | 0.2% | |
| Palm Valley Capital Fund Investor Class | Other securities | — | — | $49K | 0.2% | |
| iShares Core Dividend Growth ETF | Other securities | — | — | $40K | 0.2% | |
| Brandywine Global Opp Bond IS | Other securities | — | — | $27K | 0.1% | |
| BNY Mellon Natural Resources I | Other securities | — | — | $26K | 0.1% | |
| SPDR Blmbg Barclays High Yield Bd ETF | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
