Katrinka Duckworth signed Miles & Stockbridge P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miles & Stockbridge P.C.'s EIN is 52-1852131.
Download the official 2024 Form 5500 (PDF) for Miles & Stockbridge P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miles & Stockbridge 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | CONSULTANT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock Institutional Mutual Fund | Other securities | — | — | $53.4M | 27.4% | |
| Vanguard Insitutional Index Mutual Fund | Mutual Funds | — | — | $22.3M | 11.4% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.0M | 4.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.8M | 4.0% | |
| Vanguard Mid-Cap Index Institutional Mutual Fund | Mutual Funds | — | — | $7.4M | 3.8% | |
| MFS International Value R6 Mutual Fund | Mutual Funds | — | — | $7.3M | 3.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.2M | 3.7% | |
| Principal Self-Directed Brokerage Account Various Investments | Self-Directed Brokerage | — | — | $7.1M | 3.6% | |
| Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $6.7M | 3.4% | |
| Lord Abbett Total Return R6 Mutual Fund | Mutual Funds | — | — | $6.6M | 3.4% | |
| Diamond Hill Large Cap Y Mutual Fund | Other securities | — | — | $6.0M | 3.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.3M | 2.7% | |
| John Hancock Disciplined Value Mid-Cap R6 Mutual Fund | Other securities | — | — | $5.3M | 2.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.1M | 2.6% | |
| Carillon Eagle Mid-Cap Growth R6 Mutual Fund | Other securities | — | — | $4.3M | 2.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.0M | 2.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $3.3M | 1.7% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.9M | 1.5% | |
| MFS International Diversification R6 Mutual Fund | Mutual Funds | — | — | $2.7M | 1.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.3M | 1.2% | |
| Delaware Ivy High Income R6 Mutual Fund | Other securities | — | — | $2.1M | 1.1% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Fund | Other securities | — | — | $2.0M | 1.0% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $1.7M | 0.9% | |
| Cohen & Steers Realty Shares Z Mutual Fund | Other securities | — | — | $1.3M | 0.6% | |
| Participant Loans to 9.50% per annum | Bonds / Notes | — | — | $1.2M | 0.6% | |
| Vanguard Federal Money Market Investor Money Market | Mutual Funds | — | — | $1.2M | 0.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $1.1M | 0.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $679K | 0.3% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $650K | 0.3% | |
| PIMCO All Asset Institutional Mutual Fund | Mutual Funds | — | — | $177K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $121K | <0.1% | |
| (E) | Other securities | — | — | $93K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $93K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1270780 |
| — |
| INVESTMENT ADVISORY |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIAT | 13-4238973 | — | CONTRACT ADMINISTRATOR | $5K | — |
