Kelly Leiras signed Offit Kurman, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Offit Kurman, P.A.'s EIN is 52-1518021.
Download the official 2024 Form 5500 (PDF) for Offit Kurman, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Offit Kurman, P.A.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
| JUNO FINANCIAL GROUP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments Registered Investment Companies * Fidelity Freedom 2045 | Mutual Funds | — | — | $9.2M | 10.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $9.2M | 10.6% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $8.2M | 9.4% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $7.6M | 8.8% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $5.6M | 6.4% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $5.4M | 6.2% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $4.0M | 4.6% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $3.7M | 4.3% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $3.5M | 4.1% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $3.5M | 4.0% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $2.6M | 3.0% | |
| Fidelity International Index | Mutual Funds | — | — | $2.4M | 2.7% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $2.3M | 2.6% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $2.0M | 2.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.9M | 2.2% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $1.8M | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.7M | 2.0% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $1.6M | 1.8% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard Short‐Term Treasury | Mutual Funds | — | — | $1.1M | 1.2% | |
| PIMCO Income | Mutual Funds | — | — | $803K | 0.9% | |
| Principal MidCap | Other securities | — | — | $714K | 0.8% | |
| Fidelity International Growth | Mutual Funds | — | — | $650K | 0.7% | |
| Victory Sycamore Small Company Opportunity | Common Stocks | — | — | $600K | 0.7% | |
| American Funds Capital World Growth and Income | Mutual Funds | — | — | $598K | 0.7% | |
| Invesco Developing Markets | Mutual Funds | — | — | $592K | 0.7% | |
| Columbia Small Cap Growth | Other securities | — | — | $554K | 0.6% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $423K | 0.5% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% ‐ 9.50% ‐0‐ | Bonds / Notes | — | — | $393K | 0.5% | |
| Vanguard High‐Yield Corporate | Mutual Funds | — | — | $339K | 0.4% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $324K | 0.4% | |
| Franklin Rising Dividends | Mutual Funds | — | — | $290K | 0.3% | |
| Vanguard Inflation‐Protected Securities | Mutual Funds | — | — | $271K | 0.3% | |
| Brown Advisory Sustainable Growth | Other securities | — | — | $245K | 0.3% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $148K | 0.2% | |
| Vanguard Total International Bond Index | Mutual Funds | — | — | $130K | 0.1% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-1151813 |
| — |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | 21-9987163 | — | ACCOUNTANT/AUDITOR | $10K | — |
