NAN Payne signed King & Spalding LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
King & Spalding LLP's EIN is 58-0520153.
Download the official 2024 Form 5500 (PDF) for King & Spalding LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)King & Spalding 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), life insurance.
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 | $190K | — |
| Name | EIN | Location |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ZWJ INVESTMENT COUNSEL INC | 58-1434494 | — | NONE | $228K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $73K | — |
| ACADEMY CAPITAL MANAGEMENT | 74-2411461 | — | NONE | $55K | — |
| CIBC PRIVATE WEALTH ADVISORS I | 20-0822261 | — | NONE | $48K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $219K | — |
| HB WEALTH MANAGEMENT LLC | 87-2119854 | — | NONE | $36K | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | NONE | $34K | — |
| AVIDIAN WEALTH ENTERPRISES LLC | 99-1048947 | — | NONE | $32K | — |
| FCA CORP | 76-0076528 | — | NONE | $31K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $14K | — |
| NICHOLAS HOFFMAN & COMPANY LLC | 37-1548177 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PERSONALCHOICERETIREMENT(SDBA) Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $284.5M | 22.4% | |
| STATE STREETS&P 500 INDX SL SF CL I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $178.9M | 14.1% | |
| SSGA S&P 500 INDX SL SERIES II Common Collective Trust Fund | Common Collective Trusts | — | — | $178.9M | 14.1% | |
| JPMCB LARGE CAP GRTH FUND CF-A Common Collective Trust Fund | Common Collective Trusts | — | — | $127.8M | 10.0% | |
| JPM CHASE BANK LGCAP GRTH CF JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $127.8M | 10.0% | |
| STATE ST RUSSELL SMMID INDX II Common Collective Trust Fund | Common Collective Trusts | — | — | $86.0M | 6.8% | |
| SS RUSL SML MD CAP SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $86.0M | 6.8% | |
| State Street Glbl ACap Eq II Common Collective Trust Fund | Common Collective Trusts | — | — | $63.8M | 5.0% | |
| SSG ALL CAP EQ EX-UC IND SLSFCL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $63.8M | 5.0% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $53.1M | 4.2% | |
| MFS LARGE CAP VALUE FUND 6B Common Collective Trust Fund | Common Collective Trusts | — | — | $49.3M | 3.9% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $49.3M | 3.9% | |
| VFTC TARGET RET 2040TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $45.7M | 3.6% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $44.9M | 3.5% | |
| VFTC TARGET RET 2045TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.6M | 3.4% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $40.9M | 3.2% | |
| CLEARBRIDGE SMCAP GROWTH CIT GREAT GRAY TRUST COMPANY LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $40.6M | 3.2% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $36.9M | 2.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $36.3M | 2.9% | |
| VFTC TARGET RET 2050TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $32.6M | 2.6% | |
| VFTC TARGET RET 2055TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $25.9M | 2.0% | |
| RBC EMERGING MARKETS EQUITY R6 Registered Investment Company | Common Stocks | — | — | $13.0M | 1.0% | |
| VANGUARD RET INCOME TRUST II Common Collective Trust Fund | Common Collective Trusts | — | — | $11.9M | 0.9% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.9M | 0.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.8% | |
| VFTC TARGET RET 2060TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.0M | 0.8% | |
| STATE ST US BND INDX SL CL XIV Common Collective Trust Fund | Common Collective Trusts | — | — | $6.2M | 0.5% | |
| SS U.S. BOND IND SL SF CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6.2M | 0.5% | |
| PARTICIPANT LOANS (4.25% -9.50 %) | Bonds / Notes | — | — | $3.8M | 0.3% | |
| Loan Fund Various maturity dates; Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $3.8M | 0.3% | |
| CASH VALUE OF LIFE INSURANCE Life Insurance | Cash / Money Market | — | — | $2.1M | 0.2% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| VFTC TARGET RET 2065TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| PIMCO RAE US SMALL CIT GREAT GRAY TRUST COMPANY LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $595K | <0.1% | |
| VFTC TARGET RET 2070TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% | |
| PERSONALCHOICERETIREMENT SDBA - Limited Partnership | Other securities | — | — | $18K | <0.1% | |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company | Common Stocks | — | — | $5K | <0.1% |
