Richard Alphin signed Lloyd & McDaniel PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lloyd & McDaniel PLLC's EIN is 61-0861142.
Download the official 2024 Form 5500 (PDF) for Lloyd & McDaniel PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lloyd & McDaniel PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERIVCES | 16-1450952 | — | NONE | $23K | — |
| PINNACLE BANK | 62-1829917 | — | NONE | $22K | — |
| PRONVEST | 62-1823351 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage Fund Mutual fund | Other securities | — | — | $1.1M | 12.5% | |
| Vanguard Target Retirement 2035 Fund Mutual fund 671 Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $758K | 8.2% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $734K | 8.0% | |
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $729K | 7.9% | |
| Hartford Dividend And Growth Fund Mutual fund | Other securities | — | — | $629K | 6.8% | |
| Metro West Total Return Bond Fund Mutual fund | Other securities | — | — | $532K | 5.8% | |
| BlackRock Mid Cap Growth Equity Fund Mutual fund | Other securities | — | — | $447K | 4.8% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $446K | 4.8% | |
| MFS Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $388K | 4.2% | |
| DFA Real Estate Securities Fund Mutual fund | Mutual Funds | — | — | $386K | 4.2% | |
| MFS Moderate Allocation Fund Mutual fund | Mutual Funds | — | — | $385K | 4.2% | |
| Fidelity Advisor Emerging Markets Equity Fund Mutual fund | Mutual Funds | — | — | $383K | 4.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $371K | 4.0% | |
| Columbia Small Cap Growth Fund Mutual fund | Other securities | — | — | $337K | 3.7% | |
| BNY Mellon International Stock Fund Mutual fund | Other securities | — | — | $290K | 3.1% | |
| Vanguard Inflation-Protected Securities Fund Mutual fund | Mutual Funds | — | — | $279K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $237K | 2.6% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $153K | 1.7% | |
| Federated Hermes Govt Obligations Fund Mutual fund | Other securities | — | — | $152K | 1.6% | |
| Vanguard High Yield Corporate Fund Mutual fund | Mutual Funds | — | — | $118K | 1.3% | |
| Notes receivable from participants Interest rates - 4.25% to 9.50% | Bonds / Notes | — | — | $108K | 1.2% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $73K | 0.8% | |
| American Century Small Cap Value Fund Mutual fund | Other securities | — | — | $60K | 0.6% | |
| MFS Aggressive Growth Allocation R6 Fund Mutual fund | Mutual Funds | — | — | $37K | 0.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $13K | 0.1% | |
| Vanguard Target Retirement Income Fund Mutual fund 249 Vanguard Target Retirement 2020 Fund Mutual fund 249 Vanguard Target Retirement 2025 Fund Mutual fund 41 Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
