Kenneth Strawbridge signed Strawbridge Studios, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strawbridge Studios, Inc.'s EIN is 56-0595224.
Download the official 2024 Form 5500 (PDF) for Strawbridge Studios, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strawbridge Studios, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT, LLC | — | KIRKLAND, WA | INVESTMENT ADVISOR | $62K | — |
| BRINKER CAPITAL INVESTMENTS, LLC | 22-2799756 | — | INVESTMENT MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PC RETIREMENT, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | $0 | $4.1M | 27.4% | |
| iShares Core MSCI Total Intl Stk ETF | Other securities | — | $0 | $2.3M | 15.1% | |
| iShares Core US Aggregate Bond ETF | Other securities | — | $0 | $1.4M | 9.4% | |
| DoubleLine Total Return Bond I | Other securities | — | $0 | $1.3M | 8.7% | |
| Vanguard Mega Cap ETF | Mutual Funds | — | $0 | $740K | 4.9% | |
| Touchstone Small Cap Value Institutional | Other securities | — | $0 | $486K | 3.2% | |
| Causeway International Small Cap | Other securities | — | $0 | $380K | 2.5% | |
| Driehaus Small Cap Growth Institutional | Other securities | — | $0 | $344K | 2.3% | |
| Nuveen Real Asset Income I | Mutual Funds | — | $0 | $312K | 2.1% | |
| Brandywine Global High Yield I | Other securities | — | $0 | $312K | 2.1% | |
| iShares Core 1-5 Year USD Bond ETF | Other securities | — | $0 | $290K | 1.9% | |
| iShares Core High Dividend ETF | Other securities | — | $0 | $263K | 1.7% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $0 | $254K | 1.7% | |
| Driehaus Event Driven | Other securities | — | $0 | $243K | 1.6% | |
| RiverPark Strategic Income Institutional | Other securities | — | $0 | $237K | 1.6% | |
| William Blair Large Cap Growth Class R6 | Other securities | — | $0 | $235K | 1.6% | |
| DoubleLine Low Dur Emerg Mkts Fxd Inc I | Common Stocks | — | $0 | $229K | 1.5% | |
| JPMorgan Strategic Income Opports R5 | Other securities | — | $0 | $229K | 1.5% | |
| AQR Diversifying Strategies R6 | Other securities | — | $0 | $227K | 1.5% | |
| iShares Core Dividend Growth ETF | Other securities | — | $0 | $184K | 1.2% | |
| Schwab Bank Savings | Mutual Funds | — | $0 | $181K | 1.2% | |
| Baron Emerging Markets Institutional | Other securities | — | $0 | $171K | 1.1% | |
| BNY Mellon Natural Resources I | Other securities | — | $0 | $127K | 0.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $0 | $93K | 0.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $0 | $91K | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | $0 | $90K | 0.6% | |
| T. Rowe Price International Stock I | Other securities | — | $0 | $69K | 0.5% | |
| iShares Core MSCI Intl Dev Mkts ETF | Other securities | — | $0 | $38K | 0.3% | |
| MFS Value R6 | Mutual Funds | — | $0 | $36K | 0.2% | |
| iShares Core US REIT ETF | Common Stocks | — | $0 | $18K | 0.1% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | $0 | $13K | <0.1% | |
| Virtus Ceredex Mid-Cap Value Equity R6 | Other securities | — | $0 | $9K | <0.1% | |
| JPMorgan High Yield R6 | Other securities | — | $0 | $7K | <0.1% | |
| Touchstone Mid Cap Institutional | Other securities | — | $0 | $5K | <0.1% | |
| Schwab Bank Savings (Forfeiture Suspense Investment) | Mutual Funds | — | $0 | $3K | <0.1% | |
| BrandywineGLOBAL Global Opp Bond IS | Other securities | — | $0 | $3K | <0.1% | |
| Uninvested Cash | Cash / Money Market | — | $0 | $3K | <0.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | $0 | $842 | <0.1% | |
| DoubleLine Low Duration Bond I | Other securities | — | $0 | $256 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-3038464 |
| — |
| CONTRACT ADMINISTRATOR |
| $48K |
| — |
