Ebony Douglas signed Clement Rivers, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clement Rivers, LLP's EIN is 57-0471590.
Download the official 2024 Form 5500 (PDF) for Clement Rivers, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clement Rivers, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund K6 | Mutual Funds | — | — | $4.7M | 18.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.0M | 11.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $2.5M | 9.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.4M | 9.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.2M | 8.5% | |
| American Funds AF Balanced R6 | Mutual Funds | — | — | $1.9M | 7.3% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $1.2M | 4.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 4.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $999K | 3.9% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $781K | 3.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $446K | 1.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $439K | 1.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $425K | 1.7% | |
| Common Collective Trust Funds * Fidelity Managed Income Portfolio CL 1 | Common Collective Trusts | — | — | $413K | 1.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $413K | 1.6% | |
| Fidelity US Bond Index PR | Mutual Funds | — | — | $395K | 1.5% | |
| Allspring AS Special Mid Cap Value R6 | Other securities | — | — | $391K | 1.5% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $346K | 1.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $339K | 1.3% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $318K | 1.2% | |
| DFA US Target Value I | Mutual Funds | — | — | $246K | 1.0% | |
| Participant Loans various maturities through 2029 | Participant loans | — | — | $238K | 0.9% | |
| Vanguard International Value | Mutual Funds | — | — | $208K | 0.8% | |
| Goldman Sachs Emerging Markets Equity Insights R6 | Other securities | — | — | $196K | 0.8% | |
| Janus Henderson J H Enterprise N | Mutual Funds | — | — | $89K | 0.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $78K | 0.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $78K | 0.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $71K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $60K | 0.2% | |
| American Funds AF New World R6 | Mutual Funds | — | — | $58K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $51K | 0.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $48K | 0.2% | |
| Delaware MGL Small Cap Core IS | Other securities | — | — | $29K | 0.1% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $17K | <0.1% | |
| Money Market Funds * Fidelity Government Money Market | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
