Barry Pennell signed Cranfill Sumner LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cranfill Sumner LLP's EIN is 56-1211481.
Download the official 2024 Form 5500 (PDF) for Cranfill Sumner LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cranfill Sumner LLP'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement 627,565 | Mutual Funds | — | — | $10.9M | 17.0% | |
| Vanguard 500 Index 9,721 | Common Collective Trusts | — | — | $5.3M | 8.2% | |
| MFS Growth Fund 24,052 | Mutual Funds | — | — | $4.9M | 7.7% | |
| Vanguard Equity-Income 52,743 | Mutual Funds | — | — | $4.7M | 7.3% | |
| American Funds 2025 Target Date Retirement 268,319 | Mutual Funds | — | — | $4.1M | 6.4% | |
| American Funds 2035 Target Date Retirement 204,605 | Mutual Funds | — | — | $3.9M | 6.1% | |
| Cash and cash equivalents - Schwab Bank savings account - | Mutual Funds | — | — | $3.2M | 5.0% | |
| American Funds 2040 Target Date Retirement 150,850 | Mutual Funds | — | — | $3.1M | 4.8% | |
| American Funds 2045 Target Date Retirement 141,017 | Mutual Funds | — | — | $3.0M | 4.7% | |
| Vanguard Wellington Admiral 36,281 | Mutual Funds | — | — | $2.7M | 4.2% | |
| Vanguard Small Cap I 19,858 | Mutual Funds | — | — | $2.3M | 3.6% | |
| Principal MidCap Blend 49,849 | Other securities | — | — | $2.2M | 3.5% | |
| American Funds 2055 Target Date Retirement 72,917 | Mutual Funds | — | — | $1.9M | 3.0% | |
| American Funds EuroPacific Growth 32,225 | Mutual Funds | — | — | $1.7M | 2.7% | |
| Prudential Total Return Bond Fund 138,585 | Other securities | — | — | $1.6M | 2.6% | |
| American Funds New World 16,311 | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Developed Mkts Index Adm 80,432 | Mutual Funds | — | — | $1.2M | 1.9% | |
| American Funds 2050 Target Date Retirement 55,157 | Mutual Funds | — | — | $1.2M | 1.8% | |
| American Funds Capital World Growth & Income 16,115 | Mutual Funds | — | — | $1.0M | 1.6% | |
| Loomis Sayles Core Plus Bond 88,701 | Other securities | — | — | $1.0M | 1.6% | |
| American Funds 2020 Target Date Retirement 37,253 | Mutual Funds | — | — | $501K | 0.8% | |
| WCM Intl Small Cap Gwth Fd Inst 23,711 | Other securities | — | — | $492K | 0.8% | |
| Participant loans (4.25%-9.50%, due through 2048) - | Bonds / Notes | — | — | $426K | 0.7% | |
| Alliance Bernstein Global Real Estate 38,324 | Other securities | — | — | $382K | 0.6% | |
| Federated Institutional High Yield Bond 39,049 | Other securities | — | — | $346K | 0.5% | |
| American Funds 2060 Target Date Retirement 8,645 | Mutual Funds | — | — | $155K | 0.2% | |
| American Funds Capital World Bond 6,439 | Mutual Funds | — | — | $101K | 0.2% | |
| American Funds 2065 Target Date Retirement 1,783 | Mutual Funds | — | — | $31K | <0.1% |
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 |
|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS LLP | 83-2336062 | — | FINANCIAL ADVISOR | $53K | — |
