BRAD McCormick signed Kubicki Draper, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kubicki Draper, P.A.'s EIN is 59-1365340.
Download the official 2024 Form 5500 (PDF) for Kubicki Draper, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kubicki Draper, P.A.'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 |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $117K | — |
| MARCUM LLP | 11-1986323 | — | NONE | $14K | — |
| FIDELITY TRUST | 58-1428634 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $12.4M | 17.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.2M | 15.7% | |
| Fidelity Growth Company | Mutual Funds | — | — | $8.9M | 12.4% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $6.0M | 8.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $4.7M | 6.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.3M | 5.9% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $3.5M | 4.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.0M | 4.2% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $3.0M | 4.2% | |
| Prudential Total Return Bond Q | Other securities | — | — | $1.9M | 2.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $1.8M | 2.5% | |
| Wells Fargo Advantage Core Bond R6 | Other securities | — | — | $1.8M | 2.4% | |
| Vanguard Short Term Investment Grade Admiral | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $1.1M | 1.6% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $1.1M | 1.6% | |
| Cohen & Steers Global Infrastructure | Other securities | — | — | $1.0M | 1.4% | |
| Notes Receivable from Participants | Other securities | — | — | $743K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $639K | 0.9% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $471K | 0.7% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $385K | 0.5% | |
| Global Real Estate Securities Portfolio | Other securities | — | — | $373K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $354K | 0.5% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $326K | 0.5% | |
| Vanguard High Yield Corporate Admiral | Mutual Funds | — | — | $279K | 0.4% | |
| Fidelity Freedom Index 5055 Investor | Mutual Funds | — | — | $121K | 0.2% | |
| Vanguard Eck CM Commodity Index | Mutual Funds | — | — | $56K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $44K | <0.1% | |
| PIMCO Emerging Markets Bond Inst. | Mutual Funds | — | — | $31K | <0.1% | |
| PIMCO Short-Term Institutional | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $16K | <0.1% | |
| Matthews Pacific Tiger Institutional | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
