James K. Lehman signed Nelson Mullins Riley & Scarborough LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nelson Mullins Riley & Scarborough LLP's EIN is 57-0215445.
Download the official 2024 Form 5500 (PDF) for Nelson Mullins Riley & Scarborough LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nelson Mullins Riley & Scarborough LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $200K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Institutional Select S&P 500 Fund | Common Collective Trusts | — | — | $142.7M | 21.0% | |
| Various Self-directed brokerage accounts | OTHER | — | — | $125.8M | 18.5% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $60.0M | 8.8% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $56.6M | 8.3% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.3M | 4.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $24.7M | 3.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $24.3M | 3.6% | |
| JPMorgan Midcap Value Instl Fund | Other securities | — | — | $20.9M | 3.1% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $20.1M | 3.0% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $20.0M | 2.9% | |
| Schwab Government Money Fund | Mutual Funds | — | — | $19.4M | 2.9% | |
| Vanguard Total Bond Market Index Inst Fund | Mutual Funds | — | — | $19.3M | 2.8% | |
| Vanguard Extended Mkt Index Inst Fund | Mutual Funds | — | — | $17.7M | 2.6% | |
| Vanguard Total International Stock Index Fund Inst | Common Collective Trusts | — | — | $17.3M | 2.5% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $15.0M | 2.2% | |
| Vanguard Inflation Protected Fund | Mutual Funds | — | — | $13.3M | 2.0% | |
| Vanguard Retirement Income Trust II | Mutual Funds | — | — | $12.1M | 1.8% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $12.1M | 1.8% | |
| Wells Fargo Adv Disc Instl Fund | Other securities | — | — | $7.6M | 1.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.1% | |
| Vanguard Real Estate Index Instl Fund | Mutual Funds | — | — | $6.2M | 0.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.7% | |
| Participants maturing through 2047) | Other securities | — | — | $3.2M | 0.5% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $833K | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $572K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust II | Mutual Funds | — | — | $415K | <0.1% | |
| VFTC TARGETT RET INC & GRWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $415K | <0.1% | |
| interest Nextera Energy Partners, LP Limited partnership | PARTNERSHIP/JOINT VENTURE | — | — | $12K | <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 |
|---|---|---|---|---|---|
| CCM INVESTMENT ADVISERS LLC | 57-1127313 | — | NONE | $98K | — |
| BUCKHEAD CAPITAL MANAGEMENT LL | 58-2552872 | — | NONE | $39K | — |
| MCLEAN ASSET MANAGEMENT CORPOR | 54-1289825 | — | NONE | $14K | — |
| CUBIC PYE CAPITAL MGMT INC | 20-0511030 | — | NONE | $7K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABACUS PLANNING GROUP INC | 56-2074442 | — | NONE | $132K | — |
| TOWERS WATSON INVESTMENT SRVCS INC | 52-1868818 | — | NONE | $83K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $71K | — |
| BALENTINE LLC | 27-1403339 | — | NONE | $49K | — |
| V M MANNING & CO INC | 57-0402697 | — | NONE | $29K | — |
| COMMONWEALTH EQUITY SERVICES I | 04-2675571 | — | NONE | $24K | — |
| PATTON ALBERTSON MILLER GROUP | 47-4746562 | — | NONE | $23K | — |
| HB WEALTH MANAGEMENT LLC | 87-2119854 | — | NONE | $23K | — |
| PROSPECTIVE VALUE PARTNERS LLC | 47-4133246 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $18K | — |
| NICHOLSON WEALTH MANAGEMENT | 82-3146189 | — | NONE | $7K | — |
