Joseph A. Lofink, Jr. signed Young Conaway Stargatt & Taylor, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Young Conaway Stargatt & Taylor, LLP's EIN is 51-0082644.
Download the official 2024 Form 5500 (PDF) for Young Conaway Stargatt & Taylor, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Young Conaway Stargatt & Taylor, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 82-3504606 | — | NONE | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various | Other securities | — | — | $66.8M | 50.8% | |
| Schwab | Mutual Funds | — | — | $12.4M | 9.5% | |
| Schwab | Mutual Funds | — | — | $9.8M | 7.5% | |
| Schwab | Mutual Funds | — | — | $9.2M | 7.0% | |
| Schwab | Mutual Funds | — | — | $7.7M | 5.9% | |
| Schwab | Mutual Funds | — | — | $6.5M | 5.0% | |
| Schwab | Mutual Funds | — | — | $4.3M | 3.3% | |
| Schwab | Mutual Funds | — | — | $2.3M | 1.8% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 1.5% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 1.5% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 1.4% | |
| Schwab | Mutual Funds | — | — | $1.8M | 1.3% | |
| Schwab | Mutual Funds | — | — | $1.5M | 1.2% | |
| Schwab | Mutual Funds | — | — | $1.4M | 1.1% | |
| Vanguard | Mutual Funds | — | — | $717K | 0.5% | |
| Participant Loans | Participant loans | — | — | $318K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL |
| 95-2834236 |
| — |
| NONE |
| $19K |
| — |
| WBH ADVISORY INC | 52-1470972 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
