Charles Elliott signed Children's Specialty Group, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Children's Specialty Group, PLLC's EIN is 54-1871633.
Download the official 2024 Form 5500 (PDF) for Children's Specialty Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Children's Specialty Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund K Fund | Mutual Funds | — | — | $33.0M | 14.9% | |
| Fidelity Investments Total Market Index Fund | Common Collective Trusts | — | — | $22.7M | 10.2% | |
| Brokerage Securities - Fidelity Investments Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $14.7M | 6.6% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $13.6M | 6.1% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $13.2M | 5.9% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $12.3M | 5.6% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $11.1M | 5.0% | |
| Fidelity Investments Fidelity Balanced K Fund | Mutual Funds | — | — | $9.9M | 4.4% | |
| Fidelity Investments International Index Advantage Fund | Mutual Funds | — | — | $8.5M | 3.8% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $8.3M | 3.7% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.7% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $7.3M | 3.3% | |
| Mainstay Large Cap Growth Fund | Other securities | — | — | $6.8M | 3.1% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.6% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | — | $5.7M | 2.6% | |
| PIMCO Total Return Inst. | Mutual Funds | — | — | $5.7M | 2.5% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $5.3M | 2.4% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $4.1M | 1.8% | |
| Vanguard Wellesley Admiral Fund | Mutual Funds | — | — | $4.0M | 1.8% | |
| MFS Value R6 | Mutual Funds | — | — | $3.6M | 1.6% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.5% | |
| DLWR Emerging Markets Institutional Fund | Other securities | — | — | $2.3M | 1.0% | |
| JP Morgan Chase JPMorgan SmartRetirement Passive Blend Income Fund | Other securities | — | — | $2.3M | 1.0% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.0M | 0.9% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $1.8M | 0.8% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.4M | 0.6% | |
| Fidelity Investments Fidelity Government Income Fund | Mutual Funds | — | — | $1.4M | 0.6% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 2 | Mutual Funds | — | — | $1.1M | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| through June 2032 - | Other securities | — | — | $499K | 0.2% | |
| AQR Diversifying Strategy R6 | Other securities | — | — | $429K | 0.2% | |
| AQR DIVRSD STRAT A AQR COLLECTIVE INVESTMENT TRUST · EIN 90-6194032 / PN 008 | Common Collective Trust | — | — | $429K | 0.2% | |
| Fidelity Investments Fidelity Real Estate Index PR | Mutual Funds | — | — | $404K | 0.2% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $307K | 0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $244K | 0.1% | |
| JPMCB SR PB 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
