Corey Martin signed Canterbury Capital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canterbury Capital, LLC's EIN is 47-5207696.
Download the official 2024 Form 5500 (PDF) for Canterbury Capital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canterbury Capital, 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 |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS,INC | — | CLEVELAND, OH | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 - R1 WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.7M | 26.6% | |
| FLEXPATH INDEX MODERATE 2045 - R1 WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.2M | 18.5% | |
| FLEXPATH INDEX MODERATE 2035 - R1 WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.1M | 16.7% | |
| FLEXPATH INDEX MODERATE RETIRE - R1 WILMINGTON TRUST, N.A. · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.0M | 15.6% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $228K | 3.5% | |
| BLACKROCK EQUITY INDEX FUND 1 CIT WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $175K | 2.7% | |
| JP Morgan Large Cap Growth - R6 Mutual fund | Other securities | — | — | $171K | 2.6% | |
| Vanguard Equity Income - Admiral Mutual fund | Mutual Funds | — | — | $128K | 2.0% | |
| CORE BOND FUND CIT R1 WILMINGTON TRUST, N.A. · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $103K | 1.6% | |
| Vanguard High-Yield Corporate - ADM Mutual fund | Mutual Funds | — | — | $93K | 1.4% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $93K | 1.4% | |
| MFS International Intrinsic Value - R6 Mutual fund | Mutual Funds | — | — | $80K | 1.2% | |
| Cohen & Steers Real Estate Securities I Mutual fund | Other securities | — | — | $62K | 1.0% | |
| Participant Notes Receivable Interest rates of 4.25%-9.50% $ - | Bonds / Notes | — | — | $61K | 0.9% | |
| SMALL CAP GROWTH R1 CIT WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $55K | 0.8% | |
| Invesco Small Cap Value - R6 Mutual fund | Mutual Funds | — | — | $53K | 0.8% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $47K | 0.7% | |
| NEW YORK LIFE ANCHOR IV NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $47K | 0.7% | |
| BLACKROCK EAFE EQUITY INDEX FUND CI WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $44K | 0.7% | |
| Fidelity Inflation Protected Bond Index Mutual fund | Mutual Funds | — | — | $25K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 WILMINGTON TRUST, N.A. · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX CONSERV RETIRE R1 WILMINGTON TRUST, N.A. · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $16 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 - R1 WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $12 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 WILMINGTON TRUST, N.A. · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $8 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 - R1 WILMINGTON TRUST, N.A. · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
