KIM Boyd signed Atkins & Pearce, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atkins & Pearce, Inc.'s EIN is 61-1252163.
Download the official 2024 Form 5500 (PDF) for Atkins & Pearce, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atkins & Pearce, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | 31-0854434 | — | NONE | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares | Other securities | — | $2.2M | $5.3M | 44.1% | |
| Dodge & Cox | Mutual Funds | — | $1.1M | $973K | 8.2% | |
| Invesco | Mutual Funds | — | $807K | $924K | 7.8% | |
| PIMCO | Mutual Funds | — | $1.0M | $871K | 7.3% | |
| Doubleline | Other securities | — | $992K | $810K | 6.8% | |
| iShares | Other securities | — | $305K | $328K | 2.8% | |
| iShares | Other securities | — | $184K | $312K | 2.6% | |
| Vanguard | Mutual Funds | — | $254K | $294K | 2.5% | |
| Federated | Other securities | — | $292K | $292K | 2.5% | |
| Blackrock | Other securities | — | $300K | $289K | 2.4% | |
| iShares | Other securities | — | $163K | $259K | 2.2% | |
| Invesco | Mutual Funds | — | $235K | $237K | 2.0% | |
| Harding Loevner | Other securities | — | $200K | $231K | 1.9% | |
| Seafarer | Other securities | — | $175K | $166K | 1.4% | |
| Principal | Other securities | — | $89K | $158K | 1.3% | |
| Hotchkis & Wiley | Other securities | — | $146K | $126K | 1.1% | |
| iShares | Other securities | — | $112K | $108K | 0.9% | |
| Eaton Vance | Other securities | — | $107K | $99K | 0.8% | |
| Wells Fargo | Other securities | — | $50K | $61K | 0.5% | |
| T. Rowe Price | Other securities | — | $42K | $59K | 0.5% | |
| Nuance | Other securities | — | $50K | $50K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
