Kimberlee Moser signed McCandlish Holton, PC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCandlish Holton, PC's EIN is 54-1152845.
Download the official 2023 Form 5500 (PDF) for McCandlish Holton, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)McCandlish Holton, PC'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $5.4M | 23.5% | |
| Growth Index - Admiral | Other securities | — | — | $1.4M | 6.2% | |
| JPMorgan Large-Cap Growth R6 | Other securities | — | — | $1.4M | 5.9% | |
| Similar Party Description of Investment Value Mutual Funds Allspring Special Mid-Cap Value A | Other securities | — | — | $1.1M | 4.6% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $1.0M | 4.5% | |
| Small-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $916K | 4.0% | |
| Developed Markets Index Admiral | Other securities | — | — | $897K | 3.9% | |
| Putnam Large-Cap Value R6 | Mutual Funds | — | — | $827K | 3.6% | |
| MFS Research International R3 | Mutual Funds | — | — | $816K | 3.5% | |
| Small-Cap Value S | Other securities | — | — | $791K | 3.4% | |
| Columbia Seligman Tech & Information A | Other securities | — | — | $785K | 3.4% | |
| Retirement 2045 Fund - ADV | Other securities | — | — | $784K | 3.4% | |
| Mid-Cap Index Adm | Other securities | — | — | $667K | 2.9% | |
| Federated Hermes Govt Obligations Fd SS | Other securities | — | — | $535K | 2.3% | |
| Retirement 2035 Fund - ADV | Other securities | — | — | $508K | 2.2% | |
| Mid-Cap Growth R3 | Other securities | — | — | $482K | 2.1% | |
| Touchstone Mid Cap A | Other securities | — | — | $448K | 1.9% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $444K | 1.9% | |
| Value R3 | Other securities | — | — | $441K | 1.9% | |
| Equity Income Fund | Other securities | — | — | $372K | 1.6% | |
| Triton S | Other securities | — | — | $308K | 1.3% | |
| T. Rowe Price Retirement 2015 Fund - ADV | Other securities | — | — | $240K | 1.0% | |
| Retirement 2025 Fund - ADV | Other securities | — | — | $227K | 1.0% | |
| Emerging Markets Stock Index Admiral | Other securities | — | — | $212K | 0.9% | |
| Retirement 2055 Fund - ADV | Other securities | — | — | $157K | 0.7% | |
| Invesco Discovery Mid Cap Growth Fund R6 | Mutual Funds | — | — | $139K | 0.6% | |
| Retirement 2040 Fund - ADV | Other securities | — | — | $109K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $93K | 0.4% | |
| Janus Henderson Forty S | Mutual Funds | — | — | $91K | 0.4% | |
| DFA Intermediate Govt Fixed-Income I | Mutual Funds | — | — | $87K | 0.4% | |
| Mid-Cap Growth Index Admiral | Other securities | — | — | $84K | 0.4% | |
| Retirement 2050 Fund - ADV | Other securities | — | — | $36K | 0.2% | |
| Retirement 2020 Fund - ADV | Other securities | — | — | $15K | <0.1% | |
| Retirement 2030 Fund - ADV | Other securities | — | — | $5K | <0.1% | |
| Information Technology Index Fund Admiral | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
