Michael P. Leary signed Clarkston-Potomac Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarkston-Potomac Group, Inc.'s EIN is 54-1606655.
Download the official 2024 Form 5500 (PDF) for Clarkston-Potomac Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarkston-Potomac Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERATIS INVESTMENT GROUP INC | 56-2274965 | — | NONE | $60K | — |
| CHARLES SCHWAB & CO., INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed personal choice retirement accounts | Self-Directed Brokerage | — | — | $14.3M | 13.3% | |
| VANGUARD BALANCED INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $12.6M | 11.7% | |
| Harbor Capital Appreciation Retirement Fund | Other securities | — | — | $10.7M | 10.0% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $8.5M | 7.9% | |
| American Funds American Fundamental Investor R6 Fund | Mutual Funds | — | — | $6.7M | 6.2% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $6.3M | 5.8% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $6.2M | 5.8% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $6.0M | 5.5% | |
| OakMark R6 | Other securities | — | — | $5.4M | 5.0% | |
| Royce Total Return Fund | Other securities | — | — | $4.2M | 3.9% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $4.2M | 3.9% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $4.1M | 3.8% | |
| Nationwide NYSE Arca Tech 100 Index Fund | Common Collective Trusts | — | — | $3.4M | 3.2% | |
| OakMark International Small Cap Fund | Other securities | — | — | $3.3M | 3.1% | |
| Macquarie Mid Cap Growth I | Other securities | — | — | $3.2M | 3.0% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $3.0M | 2.7% | |
| Dodge & Cox International Stock X | Mutual Funds | — | — | $2.6M | 2.4% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| and maturity dates ranging from 7/2025 to 6/2037 | Other securities | — | — | $600K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $225 |
| — |
