David W Smith signed Arnall Golden Gregory LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arnall Golden Gregory LLP's EIN is 58-0543673.
Download the official 2024 Form 5500 (PDF) for Arnall Golden Gregory LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arnall Golden Gregory 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 | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 |
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 | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts Various # | Self-Directed Brokerage | — | — | $48.2M | 27.9% | |
| MORNINGSTAR GRTH MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $31.8M | 18.4% | |
| MORNINGSTAR MOD MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $15.1M | 8.7% | |
| MORNINGSTAR AGGR MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $12.0M | 7.0% | |
| JPmorgan Large Cap Growth R6 140,100 # | Other securities | — | — | $11.7M | 6.8% | |
| DFA Us Large Cap Value Iii 221,566 # | Mutual Funds | — | — | $7.0M | 4.1% | |
| DFA Us Smcap Grth Instl 184,696 # | Mutual Funds | — | — | $5.3M | 3.1% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.9% | |
| DFA U.S. Targeted Value Cl I 115,296 # | Mutual Funds | — | — | $4.0M | 2.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| DFA Large Cap International 119,781 # | Mutual Funds | — | — | $3.2M | 1.9% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| MORNINGSTAR CONS MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $2.6M | 1.5% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $2.6M | 1.5% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.8M | 1.0% | |
| Vanguard Cash Rsrv Fed Mmkt Adm 1,270,776 # | Mutual Funds | — | — | $1.7M | 1.0% | |
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.0M | 0.6% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $929K | 0.5% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $830K | 0.5% | |
| Interest rates ranging from 4.25% to 9.50% and maturing through April 2034 - | Bonds / Notes | — | — | $566K | 0.3% | |
| MORNINGSTAR INCOME MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $239K | 0.1% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $202K | 0.1% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $196K | 0.1% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $93K | <0.1% | |
| Vanguard Total Bd Mkt Idx Inst 3,297 # | Common Collective Trusts | — | — | $31K | <0.1% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $28K | <0.1% | |
| NT CIT EXTND MKT IDX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $15K | <0.1% | |
| TROWE RET HYB TR 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $14K |
| — |
| CORNERCAP INVESTMENT COUNSEL I | 62-1417686 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $144K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $46K | — |
| HB WEALTH MANAGEMENT LLC | 87-2119854 | — | NONE | $20K | — |
| WAYPOINT WEALTH COUNSEL LLC | 46-5505628 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
