Jack McElroy signed Shutts & Bowen LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shutts & Bowen LLP's EIN is 59-0447122.
Download the official 2024 Form 5500 (PDF) for Shutts & Bowen LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shutts & Bowen 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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 34-1913859 | — | NONE | $10K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $325 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $23.5M | 13.9% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $13.7M | 8.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $12.6M | 7.4% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $12.3M | 7.3% | |
| VANGUARD GROWTH INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $9.1M | 5.4% | |
| AMERICAN CENTURY GROWTH I Registered Investment Company | Common Stocks | — | — | $8.9M | 5.3% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $6.2M | 3.7% | |
| VANGUARD EQUITY INCOME ADMIRAL Registered Investment Company | Mutual Funds | — | — | $6.1M | 3.6% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $5.9M | 3.5% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $5.5M | 3.3% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.4M | 2.6% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $4.4M | 2.6% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $4.4M | 2.6% | |
| Vanguard S&P Mcap 400 Growth Index | Mutual Funds | — | — | $4.1M | 2.4% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $4.0M | 2.3% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $3.7M | 2.2% | |
| PIMCO Short Term | Mutual Funds | — | — | $3.5M | 2.1% | |
| Vanguard Sm Cap Growth Index | Mutual Funds | — | — | $3.2M | 1.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $2.6M | 1.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $2.6M | 1.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.0M | 1.2% | |
| Allspring Allspring-Core Bond | Mutual Funds | — | — | $1.7M | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $1.6M | 1.0% | |
| PGIM Total Return Bond | Other securities | — | — | $1.6M | 0.9% | |
| American Funds American New Perspective | Mutual Funds | — | — | $1.5M | 0.9% | |
| Vanguard Short Term Bond Index | Mutual Funds | — | — | $1.5M | 0.9% | |
| Vanguard Sm Cap Value Index | Mutual Funds | — | — | $1.4M | 0.9% | |
| PIMCO Income | Mutual Funds | — | — | $1.4M | 0.8% | |
| DFA Global DFA Global Real Estate | Mutual Funds | — | — | $1.1M | 0.7% | |
| FIDELITY EMERG MARKETS IDX Registered Investment Company | Common Collective Trusts | — | — | $1.1M | 0.6% | |
| SCHWAB VALUE ADVAN MONEY ULTRA Registered Investment Company | Mutual Funds | — | — | $1.1M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.0M | 0.6% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $907K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $907K | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $806K | 0.5% | |
| Vanguard Inflation Protected | Mutual Funds | — | — | $507K | 0.3% | |
| VANGUARD HIGH-YIELD CORP ADM Registered Investment Company | Mutual Funds | — | — | $499K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $445K | 0.3% | |
| PIMCO Emergining Markets Bond | Mutual Funds | — | — | $380K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $357K | 0.2% | |
| Matthews Pacific Tiger | Other securities | — | — | $137K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $130K | <0.1% | |
| Coehn & Steers Coehn & Steers GLB Infrst | Common Stocks | — | — | $112K | <0.1% | |
| VanEck CM Commodity Index | Other securities | — | — | $100K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $23K | <0.1% |
