Courtney Ricketts signed Beveridge & Diamond, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beveridge & Diamond, P.C.'s EIN is 52-1247549.
Download the official 2024 Form 5500 (PDF) for Beveridge & Diamond, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beveridge & Diamond, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $94K | — |
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.
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Adm Mutual Fund N/R | Mutual Funds | — | — | $17.6M | 12.9% | |
| Transamerica Trust Company Self Directed Account | Self-Directed Brokerage | — | — | $14.4M | 10.6% | |
| Individually Directed Accounts Various N/R | Other securities | — | — | $14.4M | 10.6% | |
| American Funds Inv Co of America A Mutual Fund N/R | Mutual Funds | — | — | $10.6M | 7.8% | |
| Vanguard Target Retrmnt 2025 Mutual Fund N/R | Mutual Funds | — | — | $9.2M | 6.7% | |
| American Funds Gr Fund of America A Mutual Fund N/R | Mutual Funds | — | — | $8.1M | 5.9% | |
| American Funds Fundamental Inv A Mutual Fund N/R | Mutual Funds | — | — | $7.5M | 5.5% | |
| American Funds Washington Mtl A Mutual Fund N/R | Mutual Funds | — | — | $5.6M | 4.1% | |
| RELIANCE/METLIFE STABLE 25053 CL 25 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.5M | 4.1% | |
| American Funds EuroPacific Gr A Mutual Fund N/R | Mutual Funds | — | — | $5.2M | 3.8% | |
| BlackRock High Yield Bd Instl Mutual Fund N/R | Other securities | — | — | $4.7M | 3.4% | |
| American Funds New Perspective A Mutual Fund N/R | Mutual Funds | — | — | $4.7M | 3.4% | |
| Columbia Mid Cap Index A Mutual Fund N/R | Other securities | — | — | $4.4M | 3.2% | |
| Vanguard Target Retrmnt 2050 Mutual Fund N/R | Mutual Funds | — | — | $4.3M | 3.2% | |
| Vanguard Total Bd Mkt Index Adm Mutual Fund N/R | Mutual Funds | — | — | $4.3M | 3.2% | |
| Vanguard Target Retrmnt 2045 Mutual Fund N/R | Mutual Funds | — | — | $3.9M | 2.8% | |
| Vanguard Target Retrmnt 2030 Mutual Fund N/R | Mutual Funds | — | — | $3.8M | 2.8% | |
| Columbia Small Cap Index A Mutual Fund N/R | Other securities | — | — | $3.2M | 2.3% | |
| Vanguard Target Retrmnt 2035 Mutual Fund N/R | Mutual Funds | — | — | $2.9M | 2.1% | |
| Guggenheim Total Return Bd R6 Mutual Fund N/R | Other securities | — | — | $2.7M | 2.0% | |
| American Funds Capital Inc Bldr A Mutual Fund N/R | Mutual Funds | — | — | $2.6M | 1.9% | |
| Vanguard Target Retrmnt 2020 Mutual Fund N/R | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Target Retrmnt 2055 Mutual Fund N/R | Mutual Funds | — | — | $1.1M | 0.8% | |
| DFA Emerging Markets Core Equity | Mutual Fund N/R | Mutual Funds | — | — | $1.0M | 0.8% | |
| Vanguard Target Retrmnt 2040 Mutual Fund N/R | Mutual Funds | — | — | $799K | 0.6% | |
| Victory Short Term Bond R6 Mutual Fund N/R | Other securities | — | — | $783K | 0.6% | |
| Vanguard Target Retrmnt Inc Mutual Fund N/R | Mutual Funds | — | — | $777K | 0.6% | |
| Columbia Dividend Inc Inst3 Mutual Fund N/R | Common Stocks | — | — | $711K | 0.5% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $461K | 0.3% | |
| Vanguard FTSE Social Index Admiral Mutual Fund N/R | Mutual Funds | — | — | $459K | 0.3% | |
| Vanguard Target Retrmnt 2060 Mutual Fund N/R | Mutual Funds | — | — | $180K | 0.1% | |
| Touchstone Non-US ESG Eq Y Mutual Fund N/R | Other securities | — | — | $157K | 0.1% | |
| MetLife Life Insurance Policies N/R | Other securities | — | — | $137K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account N/R | Cash / Money Market | — | — | $76K | <0.1% | |
| Vanguard Target Retrmnt 2065 Inv Mutual Fund N/R | Mutual Funds | — | — | $58K | <0.1% |
