HAYS Falconburg signed Williams Mullen Clark & Dobbins P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams Mullen Clark & Dobbins P.C.'s EIN is 54-1246519.
Download the official 2024 Form 5500 (PDF) for Williams Mullen Clark & Dobbins P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams Mullen Clark & Dobbins P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Mutual Funds | — | — | $61.9M | 21.8% | |
| NUVEEN WINDSLOW LARGE CAP GROWTH SEI INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $27.4M | 9.7% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.7M | 6.6% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $17.1M | 6.0% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $14.6M | 5.1% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $13.0M | 4.6% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $12.2M | 4.3% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $11.5M | 4.0% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.2M | 3.9% | |
| MFS International Intinsoc Value R6 | Mutual Funds | — | — | $11.0M | 3.9% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.3% | |
| NEW YORK LIFE INS CO ANCHOR ACCT IV NEW YORK LIFE · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $9.2M | 3.3% | |
| Jhancock Disciplined Value Mid Cap R6 | Other securities | — | — | $8.6M | 3.0% | |
| Wasatch Core Growth Institutional | Other securities | — | — | $8.5M | 3.0% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.7% | |
| American Funds EuroPacific GR R6 | Mutual Funds | — | — | $7.7M | 2.7% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $7.6M | 2.7% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $6.1M | 2.2% | |
| Vanguard Total Intl Stock Index Institutional | Mutual Funds | — | — | $5.9M | 2.1% | |
| Vanguard Extended Market IDX ADM | Common Collective Trusts | — | — | $5.6M | 2.0% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.0% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $837K | 0.3% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $732K | 0.3% | |
| maturing through February 2034 | Other securities | — | — | $552K | 0.2% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $395K | 0.1% | |
| Interest Cearing Cash Interest bearing cash | Cash / Money Market | — | — | $196K | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $173K | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $96K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAGEVIEW ADVISORY GROUP, LLC |
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $73K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $17K | — |
