Jeffrey Pierne signed EFG Management Co. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EFG Management Co. Inc.'s EIN is 47-1429476.
Download the official 2024 Form 5500 (PDF) for EFG Management Co. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EFG Management Co. Inc.'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FINANCIAL | — | NORTHBROOK, IL | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street State Street Balanced Index K | Other securities | — | — | $1.5M | 37.6% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $375K | 9.6% | |
| Charles Schwab U.S. Large-Cap Growth Index | Mutual Funds | — | — | $302K | 7.7% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $184K | 4.7% | |
| Charles Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $168K | 4.3% | |
| Charles Schwab U.S. Large-Cap Value Index | Mutual Funds | — | — | $153K | 3.9% | |
| Charles Schwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $127K | 3.2% | |
| Fidelity International Sustainability Index * 227 Charles Schwab International Index Fund | Common Collective Trusts | — | — | $123K | 3.1% | |
| Charles Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $99K | 2.5% | |
| Fidelity Mutli-Asset Index Fund | Common Collective Trusts | — | — | $90K | 2.3% | |
| Charles Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $86K | 2.2% | |
| Charles Schwab U.S. Mid-Cap Index Fund | Common Collective Trusts | — | — | $84K | 2.1% | |
| Vanguard Total International Bond Index | Mutual Funds | — | — | $79K | 2.0% | |
| Charles Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $79K | 2.0% | |
| Charles Schwab Target 2030 Index Fund * 330 Charles Schwab Target 2035 Index Fund * 137 Charles Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $64K | 1.6% | |
| Vanguard Intermediate-Term Treasury Index | Mutual Funds | — | — | $61K | 1.6% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $60K | 1.5% | |
| Federated Hermes Federated Hermes Instl High Yield Bond Fund | Other securities | — | — | $59K | 1.5% | |
| Vanguard Short-Term Corporate Bond | Mutual Funds | — | — | $49K | 1.3% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $48K | 1.2% | |
| Charles Schwab Total Stock Market Index | Common Collective Trusts | — | — | $44K | 1.1% | |
| Charles Schwab Short-Term Bond Index Fund | Common Collective Trusts | — | — | $43K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $27K | 0.7% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $17K | 0.4% | |
| Charles Schwab Treasury Inflation Protected Securities | U.S. Treasuries | — | — | $6K | 0.1% | |
| Charles Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| Charles Schwab Target 2020 Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Short Term Treasury Index Admiral * 303 Charles Schwab Money market fund - Schwab Government Securities | Mutual Funds | — | — | $3K | <0.1% | |
| Charles Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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