Keiter, Stephens, Hurst, Gary & Shreaves, P.C.'s EIN is 54-1631262.
Download the official 2024 Form 5500 (PDF) for Keiter, Stephens, Hurst, Gary & Shreaves, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keiter, Stephens, Hurst, Gary & Shreaves, 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 | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALL EINHORN & CHERNITZER PC | — | NORFOLK, VA | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILCOX & SAVAGE P.C | — | NORFOLK, VA | ATTORNEY | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $8.1M | 15.5% | |
| MFS Heritage Trust Company MFS Growth Equity Fund | Mutual Funds | — | — | $6.9M | 13.3% | |
| Empower Retirement General Account | Other securities | — | — | $6.6M | 12.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.3M | 6.3% | |
| Baron Capital Group Baron Growth Fund Institutional Shares | Common Stocks | — | — | $2.9M | 5.6% | |
| American Funds American Funds Washington Mutual Investors Fund Class R-6 | Mutual Funds | — | — | $2.0M | 3.9% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.9M | 3.7% | |
| Victory Sycamore Established Value Fund Class R-6 | Other securities | — | — | $1.8M | 3.5% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.8M | 3.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.7M | 3.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 2.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $1.2M | 2.3% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU CAPITAL GROUP · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $982K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $889K | 1.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $828K | 1.6% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $761K | 1.5% | |
| JPMorgan U.S. Small Company Fund Class R-6 | Common Stocks | — | — | $724K | 1.4% | |
| Massachusetts Financial Services MFS International New Discovery Fund Class R-6 | Mutual Funds | — | — | $572K | 1.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $403K | 0.8% | |
| Cohen & Steers, Inc. Cohen & Steers Real Estate Securities Class Z | Common Stocks | — | — | $394K | 0.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $353K | 0.7% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $328K | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $255K | 0.5% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $238K | 0.5% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $51K | $51K | <0.1% | |
| 9.50%, collateralized by participant accounts | Bonds / Notes | — | — | $51K | <0.1% | |
| 1MGDJC0 | Other securities | — | $2K | $2K | <0.1% |
