James Shuler signed KASS Shuler, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KASS Shuler, P.A.'s EIN is 59-2978197.
Download the official 2024 Form 5500 (PDF) for KASS Shuler, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KASS Shuler, P.A.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL ADVISORS | 39-2018056 | — | RETAINED BY EMPLOYER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3.8M | 27.6% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $1.3M | 9.7% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $1.3M | 9.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.2M | 8.4% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $835K | 6.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $821K | 6.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $614K | 4.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $585K | 4.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $575K | 4.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $292K | 2.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $178K | 1.3% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $168K | 1.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $140K | 1.0% | |
| American Funds Intl Gr & Inc R6 | Mutual Funds | — | — | $121K | 0.9% | |
| Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $117K | 0.8% | |
| Janus Flexible Bond Fund N | Mutual Funds | — | — | $104K | 0.8% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $58K | 0.4% | |
| JPMorgan JP Morgan Small Cap Growth R6 | Other securities | — | — | $58K | 0.4% | |
| Vanguard Total Intl Index Adm | Mutual Funds | — | — | $54K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $54K | 0.4% | |
| JPMorgan JP Morgan US Government Money Market Cap CL | Cash / Money Market | — | — | $34K | 0.2% | |
| Columbia Balanced Fund Instl 3 | Other securities | — | — | $26K | 0.2% | |
| Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $26K | 0.2% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $21K | 0.2% | |
| Alger Spectra Fund Z | Other securities | — | — | $18K | 0.1% | |
| Lord Abbett Lord Abbett High Yield Cl R6 | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $10K | <0.1% | |
| American Century Real Estate R6 | Other securities | — | — | $6K | <0.1% | |
| Invesco Bal Risk Commodity Strat R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Principal SmallCap Value II Instl | Other securities | — | — | $5K | <0.1% | |
| Macquarie EMacquarie Emerging Markets Instl | Other securities | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Consv Growth Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Inv Sh | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund ** 7 Vanguard LifeStrategy Moderate Growth Inv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
