Hope Reynolds signed Allergy Partners, PLLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allergy Partners, PLLC's EIN is 56-1249571.
Download the official 2023 Form 5500 (PDF) for Allergy Partners, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Allergy Partners, PLLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAWFORD INVESTMENT COUNSEL IN | 58-1408870 | — | INV ADV, PARTICIPANTS |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage Securities Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.4M | 8.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $9.2M | 7.7% | |
| Fidelity Advisory Equity Growth Fund | Mutual Funds | — | — | $9.1M | 7.6% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $8.3M | 7.0% | |
| Vanguard Group Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $7.4M | 6.2% | |
| Vanguard Group Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $6.2M | 5.2% | |
| Vanguard Group Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $5.6M | 4.7% | |
| Blackrock S&P 500 Index CIT N | Common Collective Trusts | — | — | $5.6M | 4.7% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.3% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $4.6M | 3.9% | |
| Vanguard Group Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $4.5M | 3.8% | |
| Vanguard Group Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $3.8M | 3.2% | |
| Blackrock S&P 500 Index CIT TR | Common Collective Trusts | — | — | $3.6M | 3.0% | |
| Vanguard Group Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.5M | 2.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.9% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.7% | |
| Vanguard Group Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $2.9M | 2.4% | |
| Blackrock Aggregate Bond Index CIT TR | Common Collective Trusts | — | — | $2.8M | 2.3% | |
| Vanguard Group Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| Blackrock International Equity Index CIT TR | Common Collective Trusts | — | — | $2.5M | 2.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| Blackrock Aggregate Bond Index CIT N | Common Collective Trusts | — | — | $2.4M | 2.0% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $2.4M | 2.0% | |
| MFS International Diversification R6 Fd | Mutual Funds | — | — | $2.2M | 1.9% | |
| PIMCO Real Return Institutional Class | Mutual Funds | — | — | $2.2M | 1.8% | |
| Vanguard Group Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $1.5M | 1.3% | |
| Vanguard Group IT Treasury Index Admiral Shares | Mutual Funds | — | — | $1.2M | 1.0% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| Northern Trust Global Real Estate Index Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| maturing through July 2032 | Other securities | — | — | $1.0M | 0.8% | |
| Vanguard Group Target Retirement Inc Inv Fund | Mutual Funds | — | — | $956K | 0.8% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $857K | 0.7% | |
| American Funds EuroPacific Gr | Mutual Funds | — | — | $826K | 0.7% | |
| Acadian Emerging Markets | Mutual Funds | — | — | $748K | 0.6% | |
| PIMCO High Yield Fund | Mutual Funds | — | — | $722K | 0.6% | |
| T.Rowe Price Institutional Large Cap Growth Fund | Other securities | — | — | $691K | 0.6% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $691K | 0.6% | |
| MFS International Growth R6 Fund | Mutual Funds | — | — | $669K | 0.6% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $647K | 0.5% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $591K | 0.5% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $503K | 0.4% | |
| Vanguard Group Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $502K | 0.4% | |
| TIAA-CREF Institutional International Equity Investment | Mutual Funds | — | — | $463K | 0.4% | |
| Vanguard Group Long Term Treasury Index Admiral Shares | Mutual Funds | — | — | $329K | 0.3% | |
| Vanguard Group Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $316K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $190K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $188K | 0.2% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $162K | 0.1% | |
| (E) | Other securities | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENTS | 43-1451524 | — | INVESTMENT ADVISORY | $26K | — |
| ONEDIGITAL INVESTMENTS | 82-1434504 | — | INVESTMENT ADVISORY | $9K | — |
| WEALTH CARE CAPITAL | 36-4776378 | — | INVESTMENT ADVISORY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | INV ADV, PARTICIPANTS | $8K | — |
